ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 141,603 Value ($000) $19,391 Avg Close — Range —
Q3 2025
Shares 273,026 Value ($000) $38,882 Avg Close — Range —
Q2 2025
Shares 272,482 Value ($000) $37,788 Avg Close — Range —
Q1 2025
Shares 279,270 Value ($000) $32,812 Avg Close — Range —
Q4 2024
Shares 126,697 Value ($000) $16,059 Avg Close — Range —
Q3 2024
Shares 122,348 Value ($000) $14,350 Avg Close — Range —
Q2 2024
Shares 106,742 Value ($000) $11,779 Avg Close — Range —
Q1 2024
Shares 97,753 Value ($000) $11,158 Avg Close — Range —
Q4 2023
Shares 96,651 Value ($000) $10,096 Avg Close — Range —
Q3 2023
Shares 98,182 Value ($000) $8,969 Avg Close — Range —
Q2 2023
Shares 16,895 Value ($000) $1,633 Avg Close — Range —
Q1 2023
Shares 17,271 Value ($000) $1,573 Avg Close — Range —
Q4 2022
Shares 13,949 Value ($000) $1,166 Avg Close — Range —
Q3 2022
Shares 7,398 Value ($000) $580 Avg Close — Range —
Q2 2022
Shares 4,360 Value ($000) $345 Avg Close — Range —
Q1 2022
Shares 4,159 Value ($000) $418 Avg Close — Range —
Q4 2021
Shares 5,338 Value ($000) $615 Avg Close — Range —
Q3 2021
Shares 5,470 Value ($000) $613 Avg Close — Range —
Q2 2021
Shares 2,291 Value ($000) $259 Avg Close — Range —
Q1 2021
Shares 5,006 Value ($000) $511 Avg Close — Range —
Q4 2020
Shares 2,406 Value ($000) $247 Avg Close — Range —
Q1 2020
Shares 2,804 Value ($000) $341 Avg Close — Range —