ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q1 2025
Shares 14,512 Value ($000) $324 Avg Close — Range —
Q4 2024
Shares 42,610 Value ($000) $948 Avg Close — Range —
Q3 2024
Shares 44,908 Value ($000) $1,015 Avg Close — Range —
Q2 2024
Shares 52,218 Value ($000) $1,150 Avg Close — Range —
Q1 2024
Shares 77,960 Value ($000) $1,735 Avg Close — Range —
Q4 2023
Shares 68,441 Value ($000) $1,520 Avg Close — Range —
Q3 2023
Shares 58,731 Value ($000) $1,264 Avg Close — Range —
Q2 2023
Shares 52,525 Value ($000) $1,146 Avg Close — Range —
Q1 2023
Shares 52,525 Value ($000) $1,155 Avg Close — Range —