ISHARES TR

Ticker: IBHH CUSIP: 46436E387 Class: ETF

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

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

Q4 2025
Shares 154,727 Value ($000) $3,663 Avg Close — Range —
Q3 2025
Shares 133,008 Value ($000) $3,174 Avg Close — Range —
Q2 2025
Shares 117,987 Value ($000) $2,800 Avg Close — Range —
Q1 2025
Shares 81,295 Value ($000) $1,899 Avg Close — Range —
Q4 2024
Shares 88,225 Value ($000) $2,062 Avg Close — Range —
Q3 2024
Shares 52,138 Value ($000) $1,241 Avg Close — Range —
Q2 2024
Shares 41,769 Value ($000) $966 Avg Close — Range —