iShares S&P SmallCap 600 Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 30k | 108.25 |
| 2023-09-30 | $18M | 186k | 94.77 |
| 2023-06-30 | $17M | 174k | 99.65 |
| 2023-03-31 | $24M | 252k | 96.70 |
| 2022-12-31 | $10M | 108k | 94.64 |
| 2022-09-30 | $8.1M | 93k | 87.18 |
| 2022-06-30 | $8.6M | 93k | 92.40 |
| 2022-03-31 | $23M | 213k | 107.88 |
| 2021-12-31 | $10M | 91k | 114.50 |
| 2021-09-30 | $14M | 126k | 109.19 |
| 2021-06-30 | $14M | 127k | 112.98 |
| 2021-03-31 | $16M | 151k | 108.53 |
| 2020-12-31 | $6.3M | 68k | 91.89 |
| 2020-09-30 | $2.0M | 29k | 70.20 |
| 2020-06-30 | $992k | 15k | 68.27 |
| 2020-03-31 | $2.0M | 36k | 56.12 |
| 2019-12-31 | $3.3M | 40k | 83.83 |
| 2019-09-30 | $7.4M | 95k | 77.84 |
| 2019-06-30 | $3.5M | 45k | 78.27 |
| 2019-03-31 | $3.4M | 44k | 77.15 |
| 2018-12-31 | $2.2M | 32k | 69.31 |
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