ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 89,195 Value ($000) $10,720 Avg Close — Range —
Q3 2025
Shares 88,283 Value ($000) $10,491 Avg Close — Range —
Q2 2025
Shares 77,295 Value ($000) $8,448 Avg Close — Range —
Q1 2025
Shares 72,905 Value ($000) $7,624 Avg Close — Range —
Q4 2024
Shares 112,981 Value ($000) $13,018 Avg Close — Range —
Q3 2024
Shares 32,666 Value ($000) $3,821 Avg Close — Range —
Q2 2024
Shares 16,693 Value ($000) $1,781 Avg Close — Range —
Q1 2024
Shares 37,706 Value ($000) $4,167 Avg Close — Range —
Q4 2023
Shares 30,293 Value ($000) $3,279 Avg Close — Range —
Q3 2023
Shares 186,095 Value ($000) $17,636 Avg Close — Range —
Q2 2023
Shares 174,292 Value ($000) $17,368 Avg Close — Range —
Q1 2023
Shares 252,342 Value ($000) $24,401 Avg Close — Range —
Q4 2022
Shares 108,209 Value ($000) $10,241 Avg Close — Range —
Q3 2022
Shares 93,182 Value ($000) $8,124 Avg Close — Range —
Q2 2022
Shares 92,984 Value ($000) $8,592 Avg Close — Range —
Q1 2022
Shares 212,709 Value ($000) $22,947 Avg Close — Range —
Q4 2021
Shares 90,601 Value ($000) $10,374 Avg Close — Range —
Q3 2021
Shares 125,639 Value ($000) $13,718 Avg Close — Range —
Q2 2021
Shares 126,780 Value ($000) $14,323 Avg Close — Range —
Q1 2021
Shares 150,513 Value ($000) $16,335 Avg Close — Range —
Q4 2020
Shares 68,017 Value ($000) $6,250 Avg Close — Range —
Q3 2020
Shares 29,186 Value ($000) $2,049 Avg Close — Range —
Q2 2020
Shares 14,531 Value ($000) $992 Avg Close — Range —
Q1 2020
Shares 35,479 Value ($000) $1,991 Avg Close — Range —
Q4 2019
Shares 39,472 Value ($000) $3,309 Avg Close — Range —
Q3 2019
Shares 94,527 Value ($000) $7,358 Avg Close — Range —
Q2 2019
Shares 45,317 Value ($000) $3,547 Avg Close — Range —
Q1 2019
Shares 43,471 Value ($000) $3,354 Avg Close — Range —
Q4 2018
Shares 32,432 Value ($000) $2,248 Avg Close — Range —