ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 2,893 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 5,440 Value ($000) $395 Avg Close — Range —
Q1 2022
Shares 7,447 Value ($000) $494 Avg Close — Range —
Q4 2021
Shares 8,208 Value ($000) $600 Avg Close — Range —
Q3 2021
Shares 7,828 Value ($000) $582 Avg Close — Range —
Q2 2021
Shares 7,519 Value ($000) $557 Avg Close — Range —
Q1 2021
Shares 7,665 Value ($000) $550 Avg Close — Range —
Q4 2020
Shares 4,584 Value ($000) $313 Avg Close — Range —
Q4 2019
Shares 4,756 Value ($000) $296 Avg Close — Range —
Q3 2019
Shares 14,033 Value ($000) $803 Avg Close — Range —
Q2 2019
Shares 32,302 Value ($000) $1,854 Avg Close — Range —
Q1 2019
Shares 34,135 Value ($000) $1,961 Avg Close — Range —
Q4 2018
Shares 34,135 Value ($000) $1,769 Avg Close — Range —