ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 80,943 Value ($000) $17,026 Avg Close — Range —
Q3 2025
Shares 160,934 Value ($000) $32,764 Avg Close — Range —
Q2 2025
Shares 148,808 Value ($000) $28,903 Avg Close — Range —
Q1 2025
Shares 218,926 Value ($000) $41,193 Avg Close — Range —
Q4 2024
Shares 107,332 Value ($000) $19,871 Avg Close — Range —
Q3 2024
Shares 107,111 Value ($000) $20,330 Avg Close — Range —
Q2 2024
Shares 86,026 Value ($000) $15,009 Avg Close — Range —
Q1 2024
Shares 88,704 Value ($000) $15,888 Avg Close — Range —
Q4 2023
Shares 89,573 Value ($000) $14,802 Avg Close — Range —
Q3 2023
Shares 90,495 Value ($000) $13,739 Avg Close — Range —
Q2 2023
Shares 86,511 Value ($000) $13,654 Avg Close — Range —
Q1 2023
Shares 90,765 Value ($000) $13,820 Avg Close — Range —
Q4 2022
Shares 91,497 Value ($000) $13,876 Avg Close — Range —
Q3 2022
Shares 90,631 Value ($000) $12,325 Avg Close — Range —
Q2 2022
Shares 81,866 Value ($000) $11,868 Avg Close — Range —
Q1 2022
Shares 73,698 Value ($000) $12,232 Avg Close — Range —
Q4 2021
Shares 80,851 Value ($000) $13,577 Avg Close — Range —
Q3 2021
Shares 88,443 Value ($000) $13,842 Avg Close — Range —
Q2 2021
Shares 81,731 Value ($000) $12,964 Avg Close — Range —
Q1 2021
Shares 79,811 Value ($000) $12,095 Avg Close — Range —
Q4 2020
Shares 75,379 Value ($000) $10,307 Avg Close — Range —
Q3 2020
Shares 42,436 Value ($000) $5,013 Avg Close — Range —
Q2 2020
Shares 9,854 Value ($000) $1,110 Avg Close — Range —
Q1 2020
Shares 70,030 Value ($000) $6,946 Avg Close — Range —
Q4 2018
Shares 36,964 Value ($000) $4,105 Avg Close — Range —