ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,663,792 Value ($000) $1,824,538 Avg Close — Range —
Q3 2025
Shares 5,257,772 Value ($000) $3,519,027 Avg Close — Range —
Q2 2025
Shares 5,206,372 Value ($000) $3,232,637 Avg Close — Range —
Q1 2025
Shares 5,183,932 Value ($000) $2,912,851 Avg Close — Range —
Q4 2024
Shares 2,556,471 Value ($000) $1,504,944 Avg Close — Range —
Q3 2024
Shares 2,432,463 Value ($000) $1,403,093 Avg Close — Range —
Q2 2024
Shares 2,306,113 Value ($000) $1,261,974 Avg Close — Range —
Q1 2024
Shares 2,198,120 Value ($000) $1,155,618 Avg Close — Range —
Q4 2023
Shares 2,126,988 Value ($000) $1,015,913 Avg Close — Range —
Q3 2023
Shares 1,992,916 Value ($000) $855,829 Avg Close — Range —
Q2 2023
Shares 1,932,162 Value ($000) $861,184 Avg Close — Range —
Q1 2023
Shares 1,834,327 Value ($000) $754,055 Avg Close — Range —
Q4 2022
Shares 1,722,049 Value ($000) $661,629 Avg Close — Range —
Q3 2022
Shares 1,614,606 Value ($000) $579,078 Avg Close — Range —
Q2 2022
Shares 1,474,005 Value ($000) $558,869 Avg Close — Range —
Q1 2022
Shares 1,403,224 Value ($000) $636,629 Avg Close — Range —
Q4 2021
Shares 1,221,467 Value ($000) $582,627 Avg Close — Range —
Q3 2021
Shares 1,117,718 Value ($000) $481,535 Avg Close — Range —
Q2 2021
Shares 1,066,003 Value ($000) $458,296 Avg Close — Range —
Q1 2021
Shares 1,040,331 Value ($000) $413,864 Avg Close — Range —
Q4 2020
Shares 921,674 Value ($000) $345,987 Avg Close — Range —
Q3 2020
Shares 450,190 Value ($000) $151,291 Avg Close — Range —
Q2 2020
Shares 427,626 Value ($000) $132,432 Avg Close — Range —
Q1 2020
Shares 770,815 Value ($000) $199,179 Avg Close — Range —
Q4 2019
Shares 391,149 Value ($000) $126,435 Avg Close — Range —
Q3 2019
Shares 365,294 Value ($000) $109,048 Avg Close — Range —
Q2 2019
Shares 382,229 Value ($000) $112,662 Avg Close — Range —
Q1 2019
Shares 392,927 Value ($000) $111,811 Avg Close — Range —
Q4 2018
Shares 401,909 Value ($000) $101,124 Avg Close — Range —