Robertson Stephens Wealth Management »

Ishares Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $936k 21k 43.85
2025-06-30 $863k 21k 41.50
2025-03-31 $739k 19k 39.07
2024-12-31 $379k 9.1k 41.84

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr