ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 95,313 Value ($000) $14,172 Avg Close — Range —
Q3 2025
Shares 183,190 Value ($000) $26,682 Avg Close — Range —
Q2 2025
Shares 186,316 Value ($000) $25,160 Avg Close — Range —
Q1 2025
Shares 110,684 Value ($000) $13,505 Avg Close — Range —
Q4 2024
Shares 109,320 Value ($000) $14,061 Avg Close — Range —
Q3 2024
Shares 109,935 Value ($000) $13,810 Avg Close — Range —
Q2 2024
Shares 112,939 Value ($000) $13,415 Avg Close — Range —
Q1 2024
Shares 103,976 Value ($000) $11,988 Avg Close — Range —
Q4 2023
Shares 104,989 Value ($000) $11,048 Avg Close — Range —
Q3 2023
Shares 78,958 Value ($000) $7,437 Avg Close — Range —
Q2 2023
Shares 115,240 Value ($000) $11,275 Avg Close — Range —
Q1 2023
Shares 69,600 Value ($000) $6,302 Avg Close — Range —
Q4 2022
Shares 74,315 Value ($000) $6,302 Avg Close — Range —
Q3 2022
Shares 85,333 Value ($000) $6,787 Avg Close — Range —
Q2 2022
Shares 25,614 Value ($000) $2,146 Avg Close — Range —
Q1 2022
Shares 25,358 Value ($000) $2,560 Avg Close — Range —
Q4 2021
Shares 26,793 Value ($000) $2,866 Avg Close — Range —
Q3 2021
Shares 28,451 Value ($000) $2,799 Avg Close — Range —
Q2 2021
Shares 29,955 Value ($000) $2,958 Avg Close — Range —
Q1 2021
Shares 32,947 Value ($000) $3,018 Avg Close — Range —
Q4 2020
Shares 33,614 Value ($000) $2,898 Avg Close — Range —
Q3 2020
Shares 29,739 Value ($000) $2,245 Avg Close — Range —
Q2 2020
Shares 31,408 Value ($000) $2,181 Avg Close — Range —
Q1 2020
Shares 49,137 Value ($000) $2,811 Avg Close — Range —
Q4 2019
Shares 77,852 Value ($000) $5,659 Avg Close — Range —
Q3 2019
Shares 103,013 Value ($000) $6,909 Avg Close — Range —
Q2 2019
Shares 121,252 Value ($000) $8,079 Avg Close — Range —
Q1 2019
Shares 93,984 Value ($000) $6,053 Avg Close — Range —
Q4 2018
Shares 1,000 Value ($000) $57 Avg Close — Range —