iShares S&P 500 Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $109M | 228k | 477.63 |
| 2023-09-30 | $104M | 240k | 431.41 |
| 2023-06-30 | $79M | 177k | 445.71 |
| 2023-03-31 | $61M | 148k | 411.08 |
| 2022-12-31 | $57M | 149k | 384.21 |
| 2022-09-30 | $48M | 133k | 358.65 |
| 2022-06-30 | $60M | 159k | 379.15 |
| 2022-03-31 | $54M | 119k | 453.69 |
| 2021-12-31 | $42M | 88k | 476.99 |
| 2021-09-30 | $30M | 70k | 430.81 |
| 2021-06-30 | $30M | 70k | 429.91 |
| 2021-03-31 | $26M | 65k | 397.82 |
| 2020-12-31 | $24M | 65k | 375.40 |
| 2020-09-30 | $20M | 60k | 336.05 |
| 2020-06-30 | $16M | 52k | 309.68 |
| 2020-03-31 | $11M | 41k | 258.40 |
| 2019-12-31 | $9.0M | 28k | 323.24 |
| 2019-09-30 | $8.4M | 28k | 298.50 |
| 2019-06-30 | $7.7M | 26k | 294.75 |
| 2019-03-31 | $6.1M | 22k | 284.58 |
| 2018-12-31 | $4.8M | 19k | 251.95 |
More positions owned by Robertson Stephens Wealth Management
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