ISHARES TR

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

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 4,334 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 4,200 Value ($000) $406 Avg Close — Range —
Q2 2025
Shares 4,248 Value ($000) $391 Avg Close — Range —
Q1 2025
Shares 4,118 Value ($000) $350 Avg Close — Range —
Q4 2024
Shares 4,116 Value ($000) $364 Avg Close — Range —
Q3 2024
Shares 5,041 Value ($000) $444 Avg Close — Range —
Q2 2024
Shares 5,036 Value ($000) $408 Avg Close — Range —
Q1 2024
Shares 5,023 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 5,019 Value ($000) $390 Avg Close — Range —
Q3 2023
Shares 4,609 Value ($000) $319 Avg Close — Range —
Q2 2023
Shares 4,753 Value ($000) $347 Avg Close — Range —
Q1 2023
Shares 4,751 Value ($000) $332 Avg Close — Range —
Q4 2022
Shares 5,209 Value ($000) $351 Avg Close — Range —
Q3 2022
Shares 4,906 Value ($000) $305 Avg Close — Range —
Q2 2022
Shares 5,786 Value ($000) $374 Avg Close — Range —
Q1 2022
Shares 5,767 Value ($000) $450 Avg Close — Range —