ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 31,474 Value ($000) $6,675 Avg Close — Range —
Q3 2025
Shares 62,952 Value ($000) $13,000 Avg Close — Range —
Q2 2025
Shares 62,742 Value ($000) $12,261 Avg Close — Range —
Q1 2025
Shares 74,352 Value ($000) $14,170 Avg Close — Range —
Q4 2024
Shares 35,715 Value ($000) $6,817 Avg Close — Range —
Q3 2024
Shares 31,471 Value ($000) $6,205 Avg Close — Range —
Q2 2024
Shares 30,819 Value ($000) $5,609 Avg Close — Range —
Q1 2024
Shares 30,789 Value ($000) $5,752 Avg Close — Range —
Q4 2023
Shares 30,812 Value ($000) $5,358 Avg Close — Range —
Q3 2023
Shares 27,590 Value ($000) $4,244 Avg Close — Range —
Q2 2023
Shares 27,215 Value ($000) $4,387 Avg Close — Range —
Q1 2023
Shares 27,636 Value ($000) $4,194 Avg Close — Range —
Q4 2022
Shares 27,560 Value ($000) $3,998 Avg Close — Range —
Q3 2022
Shares 29,597 Value ($000) $3,804 Avg Close — Range —
Q2 2022
Shares 26,066 Value ($000) $3,583 Avg Close — Range —
Q1 2022
Shares 24,880 Value ($000) $3,874 Avg Close — Range —
Q4 2021
Shares 24,692 Value ($000) $3,868 Avg Close — Range —
Q3 2021
Shares 25,639 Value ($000) $3,728 Avg Close — Range —
Q2 2021
Shares 25,292 Value ($000) $3,734 Avg Close — Range —
Q1 2021
Shares 25,438 Value ($000) $3,593 Avg Close — Range —
Q4 2020
Shares 25,422 Value ($000) $3,255 Avg Close — Range —
Q3 2020
Shares 4,258 Value ($000) $479 Avg Close — Range —
Q2 2020
Shares 4,160 Value ($000) $450 Avg Close — Range —
Q1 2020
Shares 17,892 Value ($000) $1,722 Avg Close — Range —
Q4 2018
Shares 1,153 Value ($000) $117 Avg Close — Range —