ISHARES TR

Ticker: IPAC CUSIP: 46434V696 Class: CORE MSCI PAC

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

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

Q4 2025
Shares 38,621 Value ($000) $2,827 Avg Close Range
Q3 2025
Shares 39,128 Value ($000) $2,873 Avg Close Range
Q2 2025
Shares 39,972 Value ($000) $2,746 Avg Close Range
Q1 2025
Shares 46,121 Value ($000) $2,871 Avg Close Range
Q4 2024
Shares 46,876 Value ($000) $2,864 Avg Close Range
Q3 2024
Shares 50,225 Value ($000) $3,344 Avg Close Range
Q2 2024
Shares 9,890 Value ($000) $605 Avg Close Range
Q1 2024
Shares 9,890 Value ($000) $626 Avg Close Range
Q4 2023
Shares 10,145 Value ($000) $604 Avg Close Range
Q3 2023
Shares 10,200 Value ($000) $567 Avg Close Range
Q2 2023
Shares 10,675 Value ($000) $613 Avg Close Range
Q1 2023
Shares 15,810 Value ($000) $894 Avg Close Range
Q4 2022
Shares 15,810 Value ($000) $849 Avg Close Range