ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 6,704 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 4,204 Value ($000) $465 Avg Close — Range —
Q2 2025
Shares 4,193 Value ($000) $417 Avg Close — Range —
Q1 2025
Shares 4,275 Value ($000) $417 Avg Close — Range —
Q4 2024
Shares 4,763 Value ($000) $517 Avg Close — Range —
Q3 2024
Shares 4,750 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 5,863 Value ($000) $570 Avg Close — Range —
Q1 2024
Shares 5,608 Value ($000) $576 Avg Close — Range —
Q4 2023
Shares 4,501 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 5,117 Value ($000) $459 Avg Close — Range —
Q2 2023
Shares 4,582 Value ($000) $436 Avg Close — Range —
Q1 2023
Shares 32,138 Value ($000) $3,008 Avg Close — Range —
Q4 2022
Shares 31,253 Value ($000) $2,854 Avg Close — Range —
Q3 2022
Shares 29,447 Value ($000) $2,427 Avg Close — Range —
Q2 2022
Shares 41,268 Value ($000) $3,674 Avg Close — Range —
Q1 2022
Shares 16,543 Value ($000) $1,693 Avg Close — Range —
Q4 2021
Shares 16,443 Value ($000) $1,718 Avg Close — Range —
Q3 2021
Shares 11,572 Value ($000) $1,164 Avg Close — Range —
Q2 2021
Shares 11,925 Value ($000) $1,257 Avg Close — Range —
Q1 2021
Shares 11,625 Value ($000) $1,171 Avg Close — Range —
Q4 2020
Shares 5,765 Value ($000) $468 Avg Close — Range —
Q3 2020
Shares 2,181 Value ($000) $267 Avg Close — Range —