iShares S&P 100 Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 37k | 276.76 |
| 2024-03-31 | $4.4M | 18k | 247.41 |
| 2023-12-31 | $4.3M | 19k | 223.39 |
| 2023-09-30 | $2.9M | 14k | 201.38 |
| 2023-06-30 | $3.0M | 15k | 207.05 |
| 2023-03-31 | $2.8M | 15k | 187.04 |
| 2022-12-31 | $3.4M | 20k | 170.57 |
| 2022-09-30 | $3.1M | 19k | 162.47 |
| 2022-06-30 | $4.0M | 23k | 172.47 |
| 2022-03-31 | $1.7M | 8.0k | 208.50 |
| 2021-12-31 | $717k | 3.3k | 219.07 |
| 2021-09-30 | $641k | 3.3k | 197.23 |
| 2021-06-30 | $637k | 3.3k | 196.00 |
| 2021-03-31 | $584k | 3.3k | 179.69 |
| 2020-12-31 | $557k | 3.3k | 171.38 |
| 2020-09-30 | $506k | 3.3k | 155.69 |
| 2020-06-30 | $462k | 3.3k | 142.15 |
| 2020-03-31 | $386k | 3.3k | 118.77 |
| 2019-12-31 | $468k | 3.3k | 144.00 |
| 2019-09-30 | $427k | 3.3k | 131.38 |
| 2019-06-30 | $486k | 3.8k | 129.60 |
More positions owned by Robertson Stephens Wealth Management
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