iShares S&P 500 Growth Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 153k | 75.10 |
| 2023-09-30 | $11M | 167k | 68.64 |
| 2023-06-30 | $12M | 164k | 70.48 |
| 2023-03-31 | $8.3M | 130k | 63.89 |
| 2022-12-31 | $8.5M | 145k | 58.50 |
| 2022-09-30 | $7.8M | 135k | 57.85 |
| 2022-06-30 | $4.9M | 81k | 60.34 |
| 2022-03-31 | $6.3M | 83k | 76.38 |
| 2021-12-31 | $6.3M | 76k | 83.67 |
| 2021-09-30 | $5.3M | 72k | 73.90 |
| 2021-06-30 | $4.0M | 55k | 72.73 |
| 2021-03-31 | $3.5M | 54k | 65.10 |
| 2020-12-31 | $2.5M | 39k | 63.82 |
| 2020-09-30 | $2.0M | 8.8k | 231.01 |
| 2020-06-30 | $1.7M | 8.4k | 207.48 |
| 2020-03-31 | $1.2M | 7.3k | 165.05 |
| 2019-12-31 | $1.3M | 6.8k | 193.52 |
| 2019-09-30 | $1.3M | 7.1k | 180.01 |
| 2019-06-30 | $764k | 4.3k | 179.13 |
| 2019-03-31 | $445k | 2.6k | 172.35 |
| 2018-12-31 | $389k | 2.6k | 150.66 |
More positions owned by Robertson Stephens Wealth Management
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