ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 359,539 Value ($000) $23,730 Avg Close — Range —
Q3 2025
Shares 347,253 Value ($000) $22,662 Avg Close — Range —
Q2 2025
Shares 342,999 Value ($000) $21,273 Avg Close — Range —
Q1 2025
Shares 365,071 Value ($000) $21,302 Avg Close — Range —
Q4 2024
Shares 292,620 Value ($000) $18,233 Avg Close — Range —
Q3 2024
Shares 289,384 Value ($000) $18,036 Avg Close — Range —
Q2 2024
Shares 278,698 Value ($000) $16,312 Avg Close — Range —
Q1 2024
Shares 284,757 Value ($000) $17,298 Avg Close — Range —
Q4 2023
Shares 2,709 Value ($000) $751 Avg Close — Range —
Q3 2023
Shares 2,700 Value ($000) $673 Avg Close — Range —
Q2 2023
Shares 2,691 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 2,697 Value ($000) $675 Avg Close — Range —
Q4 2022
Shares 2,770 Value ($000) $670 Avg Close — Range —
Q3 2022
Shares 1,573 Value ($000) $345 Avg Close — Range —
Q2 2022
Shares 1,573 Value ($000) $356 Avg Close — Range —
Q1 2022
Shares 1,298 Value ($000) $348 Avg Close — Range —