ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 107,166 Value ($000) $13,209 Avg Close — Range —
Q3 2025
Shares 278,216 Value ($000) $33,586 Avg Close — Range —
Q2 2025
Shares 285,670 Value ($000) $31,452 Avg Close — Range —
Q1 2025
Shares 513,282 Value ($000) $47,648 Avg Close — Range —
Q4 2024
Shares 180,516 Value ($000) $18,328 Avg Close — Range —
Q3 2024
Shares 177,002 Value ($000) $16,948 Avg Close — Range —
Q2 2024
Shares 156,427 Value ($000) $14,476 Avg Close — Range —
Q1 2024
Shares 146,932 Value ($000) $12,407 Avg Close — Range —
Q4 2023
Shares 139,283 Value ($000) $10,460 Avg Close — Range —
Q3 2023
Shares 132,188 Value ($000) $9,044 Avg Close — Range —
Q2 2023
Shares 130,995 Value ($000) $9,233 Avg Close — Range —
Q1 2023
Shares 132,142 Value ($000) $8,443 Avg Close — Range —
Q4 2022
Shares 121,040 Value ($000) $7,081 Avg Close — Range —
Q3 2022
Shares 141,028 Value ($000) $8,158 Avg Close — Range —
Q2 2022
Shares 129,133 Value ($000) $7,793 Avg Close — Range —
Q1 2022
Shares 112,592 Value ($000) $8,600 Avg Close — Range —
Q4 2021
Shares 147,211 Value ($000) $12,317 Avg Close — Range —
Q3 2021
Shares 179,987 Value ($000) $13,303 Avg Close — Range —
Q2 2021
Shares 186,330 Value ($000) $13,552 Avg Close — Range —
Q1 2021
Shares 181,772 Value ($000) $11,835 Avg Close — Range —
Q4 2020
Shares 192,782 Value ($000) $12,303 Avg Close — Range —
Q3 2020
Shares 33,563 Value ($000) $7,756 Avg Close — Range —
Q2 2020
Shares 10,574 Value ($000) $2,194 Avg Close — Range —
Q1 2020
Shares 18,582 Value ($000) $3,067 Avg Close — Range —
Q4 2019
Shares 6,371 Value ($000) $1,234 Avg Close — Range —
Q3 2019
Shares 5,812 Value ($000) $1,046 Avg Close — Range —
Q2 2019
Shares 5,812 Value ($000) $1,042 Avg Close — Range —
Q1 2019
Shares 5,962 Value ($000) $1,028 Avg Close — Range —
Q4 2018
Shares 5,712 Value ($000) $861 Avg Close — Range —