Robertson Stephens Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1767307 San Francisco, CA

Position in IBB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,026,368

+$113,529 QoQ

Shares Held

12,001

+5.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,026,368	12,001	+5.9%	Shares	Sole	2026-04-28
2025-12-31	$1,912,839	11,334	+363.9%	Shares	Sole	2026-02-02
2025-09-30	$352,695	2,443	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$309,190	2,444	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$316,168	2,472	-9.4%	Shares	Sole	2025-04-17
2024-12-31	$360,668	2,728	-2.2%	Shares	Sole	2025-01-27
2024-09-30	$405,932	2,788	+22.4%	Shares	Sole	2024-11-12
2024-06-30	$312,678	2,278	+37.4%	Shares	Sole	2024-08-13
2024-03-31	$227,510	1,658	+10.4%	Shares	Sole	2024-05-15
2023-12-31	$204,046	1,502	-19.6%	Shares	Sole	2024-02-06
2023-06-30	$237,288	1,869	0.0%	Shares	Sole	2023-08-11
2023-03-31	$241,400	1,869	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$245,249	1,868	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$223,978	1,915	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$219,732	1,868	0.0%	Shares	Sole	2022-08-12
2022-03-31	$243,400	1,868	0.0%	Shares	Sole	2022-05-16
2021-12-31	$285,094	1,868	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$293,934	1,818	0.0%	Shares	Sole	2021-11-10
2021-06-30	$297,515	1,818	-21.6%	Shares	Sole	2021-08-17
2021-03-31	$349,148	2,319	+7.5%	Shares	Sole	2021-05-07
2020-12-31	$326,915	2,158	0.0%	Shares	Sole	2021-02-10
2020-09-30	$292,214	2,158	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.