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Ishares Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 110k 22.92
2023-09-30 $2.6M 117k 22.53
2023-06-30 $4.3M 190k 22.75
2023-03-31 $4.8M 209k 22.80
2022-12-31 $5.3M 236k 22.36

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Cambridge Investment Research Advisors
HighTower Advisors
Ruggaard & Associates
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
Wells Fargo & Company
FF Advisors
Royal Bank of Canada
Scissortail Wealth Management
Lido Advisors
Robertson Stephens Wealth Management
Commonwealth Equity Services
LBMC Investment Advisors
Raymond James Financial Services Advisors

View all funds holding Ishares Tr