ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 72,632 Value ($000) $8,808 Avg Close Range
Q3 2025
Shares 64,158 Value ($000) $7,509 Avg Close Range
Q2 2025
Shares 63,663 Value ($000) $6,898 Avg Close Range
Q1 2025
Shares 65,107 Value ($000) $6,238 Avg Close Range
Q4 2024
Shares 60,052 Value ($000) $6,188 Avg Close Range
Q3 2024
Shares 37,773 Value ($000) $3,835 Avg Close Range
Q2 2024
Shares 36,687 Value ($000) $3,574 Avg Close Range
Q1 2024
Shares 36,293 Value ($000) $3,406 Avg Close Range
Q4 2023
Shares 35,537 Value ($000) $2,999 Avg Close Range
Q3 2023
Shares 32,518 Value ($000) $2,462 Avg Close Range
Q2 2023
Shares 27,083 Value ($000) $2,097 Avg Close Range
Q1 2023
Shares 6,868 Value ($000) $489 Avg Close Range
Q4 2022
Shares 12,665 Value ($000) $840 Avg Close Range
Q3 2022
Shares 14,678 Value ($000) $906 Avg Close Range
Q2 2022
Shares 46,805 Value ($000) $3,107 Avg Close Range
Q1 2022
Shares 10,096 Value ($000) $799 Avg Close Range
Q4 2021
Shares 7,854 Value ($000) $662 Avg Close Range
Q3 2021
Shares 7,854 Value ($000) $592 Avg Close Range
Q2 2021
Shares 7,854 Value ($000) $589 Avg Close Range
Q1 2021
Shares 7,854 Value ($000) $544 Avg Close Range
Q4 2020
Shares 7,357 Value ($000) $477 Avg Close Range
Q3 2020
Shares 12,835 Value ($000) $746 Avg Close Range
Q2 2020
Shares 12,835 Value ($000) $694 Avg Close Range
Q1 2020
Shares 13,068 Value ($000) $589 Avg Close Range