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iShares Russell 1000 Index shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index 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 Russell 1000 Index by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 98k 262.26
2023-09-30 $8.5M 36k 235.92
2023-06-30 $6.0M 25k 243.74
2023-03-31 $5.5M 24k 225.23
2022-12-31 $4.9M 23k 210.52
2022-09-30 $7.1M 36k 197.32
2022-06-30 $3.6M 17k 207.75
2022-03-31 $4.7M 19k 250.04
2021-12-31 $654k 2.5k 264.46
2021-09-30 $676k 2.8k 241.69
2021-06-30 $740k 3.1k 242.07
2021-03-31 $750k 3.4k 223.68
2020-12-31 $840k 4.0k 211.75
2020-09-30 $870k 4.7k 186.98
2020-06-30 $776k 4.5k 171.53
2020-03-31 $3.0M 21k 141.54
2019-12-31 $274k 1.5k 178.39
2019-09-30 $253k 1.5k 164.71