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Ishares Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHI) 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
2026-03-31 $850k 37k 23.28
2023-03-31 $263k 12k 22.88
2022-12-31 $255k 12k 22.17

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Applovin Corp Com Cl A (APP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr

Morgan Stanley
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Commonwealth Equity Services
Baltimore-Washington Financial Advisors
Threadgill Financial
Scissortail Wealth Management
Bank of America Corporation
LPL Financial
Commonwealth Financial Services
Littlejohn Financial Services
Delta Wealth Advisors
Stratos Wealth Partners
Wells Fargo & Company

View all funds holding Ishares Tr