ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 203,089 Value ($000) $19,551 Avg Close — Range —
Q3 2025
Shares 390,216 Value ($000) $37,675 Avg Close — Range —
Q2 2025
Shares 384,394 Value ($000) $35,353 Avg Close — Range —
Q1 2025
Shares 394,998 Value ($000) $33,602 Avg Close — Range —
Q4 2024
Shares 182,535 Value ($000) $16,136 Avg Close — Range —
Q3 2024
Shares 174,485 Value ($000) $15,379 Avg Close — Range —
Q2 2024
Shares 154,810 Value ($000) $12,552 Avg Close — Range —
Q1 2024
Shares 141,201 Value ($000) $11,874 Avg Close — Range —
Q4 2023
Shares 138,388 Value ($000) $10,757 Avg Close — Range —
Q3 2023
Shares 133,883 Value ($000) $9,271 Avg Close — Range —
Q2 2023
Shares 24,713 Value ($000) $1,805 Avg Close — Range —
Q1 2023
Shares 24,713 Value ($000) $1,728 Avg Close — Range —
Q4 2022
Shares 25,143 Value ($000) $1,696 Avg Close — Range —
Q3 2022
Shares 26,026 Value ($000) $1,617 Avg Close — Range —
Q2 2022
Shares 10,332 Value ($000) $668 Avg Close — Range —
Q1 2022
Shares 6,679 Value ($000) $521 Avg Close — Range —
Q4 2021
Shares 6,667 Value ($000) $553 Avg Close — Range —
Q3 2021
Shares 6,672 Value ($000) $522 Avg Close — Range —
Q2 2021
Shares 6,843 Value ($000) $542 Avg Close — Range —
Q1 2021
Shares 7,212 Value ($000) $533 Avg Close — Range —
Q4 2020
Shares 7,200 Value ($000) $494 Avg Close — Range —
Q1 2020
Shares 4,760 Value ($000) $205 Avg Close — Range —