ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 306,679 Value ($000) $21,290 Avg Close — Range —
Q3 2025
Shares 310,200 Value ($000) $21,118 Avg Close — Range —
Q2 2025
Shares 311,278 Value ($000) $19,903 Avg Close — Range —
Q1 2025
Shares 106,889 Value ($000) $6,604 Avg Close — Range —
Q4 2024
Shares 109,892 Value ($000) $6,741 Avg Close — Range —
Q3 2024
Shares 326,692 Value ($000) $20,480 Avg Close — Range —
Q2 2024
Shares 30,731 Value ($000) $1,770 Avg Close — Range —
Q1 2024
Shares 31,456 Value ($000) $1,826 Avg Close — Range —
Q4 2023
Shares 31,456 Value ($000) $1,693 Avg Close — Range —
Q3 2023
Shares 34,043 Value ($000) $1,699 Avg Close — Range —
Q2 2023
Shares 41,565 Value ($000) $2,142 Avg Close — Range —
Q1 2023
Shares 42,670 Value ($000) $2,133 Avg Close — Range —
Q4 2022
Shares 55,289 Value ($000) $2,764 Avg Close — Range —
Q3 2022
Shares 54,352 Value ($000) $2,417 Avg Close — Range —
Q2 2022
Shares 64,401 Value ($000) $3,068 Avg Close — Range —
Q1 2022
Shares 48,393 Value ($000) $2,584 Avg Close — Range —
Q4 2021
Shares 51,269 Value ($000) $2,849 Avg Close — Range —
Q3 2021
Shares 56,154 Value ($000) $2,821 Avg Close — Range —
Q2 2021
Shares 56,291 Value ($000) $2,834 Avg Close — Range —
Q1 2021
Shares 56,706 Value ($000) $2,737 Avg Close — Range —
Q4 2020
Shares 63,064 Value ($000) $2,826 Avg Close — Range —
Q3 2020
Shares 64,163 Value ($000) $2,553 Avg Close — Range —
Q2 2020
Shares 113,219 Value ($000) $4,257 Avg Close — Range —
Q1 2020
Shares 202,800 Value ($000) $6,609 Avg Close — Range —
Q4 2019
Shares 20,040 Value ($000) $843 Avg Close — Range —
Q3 2019
Shares 61,660 Value ($000) $2,413 Avg Close — Range —