iShares S&P 1500 Index Fund shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 34k | 105.23 |
| 2023-09-30 | $3.3M | 35k | 94.63 |
| 2023-06-30 | $704k | 7.2k | 97.84 |
| 2023-03-31 | $697k | 7.7k | 90.55 |
| 2022-12-31 | $652k | 7.7k | 84.80 |
| 2022-09-30 | $622k | 7.8k | 79.49 |
| 2022-06-30 | $805k | 9.6k | 83.68 |
| 2022-03-31 | $883k | 8.8k | 100.83 |
| 2021-12-31 | $1.0M | 9.7k | 106.98 |
| 2021-09-30 | $917k | 9.3k | 98.34 |
| 2021-06-30 | $936k | 9.5k | 98.74 |
| 2021-03-31 | $868k | 9.5k | 91.57 |
| 2020-12-31 | $669k | 7.8k | 86.10 |
| 2020-09-30 | $767k | 10k | 75.41 |
| 2020-06-30 | $367k | 5.3k | 69.26 |
| 2020-03-31 | $289k | 5.1k | 57.13 |
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