ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 19,141 Value ($000) $2,700 Avg Close — Range —
Q3 2025
Shares 37,840 Value ($000) $5,285 Avg Close — Range —
Q2 2025
Shares 37,832 Value ($000) $4,999 Avg Close — Range —
Q1 2025
Shares 35,472 Value ($000) $4,468 Avg Close — Range —
Q4 2024
Shares 16,011 Value ($000) $2,071 Avg Close — Range —
Q3 2024
Shares 11,844 Value ($000) $1,566 Avg Close — Range —
Q2 2024
Shares 10,728 Value ($000) $1,295 Avg Close — Range —
Q1 2024
Shares 10,358 Value ($000) $1,298 Avg Close — Range —
Q4 2023
Shares 10,756 Value ($000) $1,251 Avg Close — Range —
Q3 2023
Shares 10,026 Value ($000) $1,046 Avg Close — Range —
Q2 2023
Shares 9,602 Value ($000) $1,055 Avg Close — Range —
Q1 2023
Shares 9,880 Value ($000) $1,049 Avg Close — Range —
Q4 2022
Shares 10,233 Value ($000) $1,078 Avg Close — Range —
Q3 2022
Shares 12,750 Value ($000) $1,225 Avg Close — Range —
Q2 2022
Shares 5,924 Value ($000) $602 Avg Close — Range —
Q1 2022
Shares 4,605 Value ($000) $551 Avg Close — Range —
Q4 2021
Shares 3,523 Value ($000) $431 Avg Close — Range —
Q3 2021
Shares 3,518 Value ($000) $398 Avg Close — Range —
Q2 2021
Shares 3,270 Value ($000) $376 Avg Close — Range —
Q1 2021
Shares 3,744 Value ($000) $409 Avg Close — Range —
Q4 2020
Shares 2,859 Value ($000) $277 Avg Close — Range —
Q1 2020
Shares 4,598 Value ($000) $295 Avg Close — Range —