ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 23,131 Value ($000) $2,241 Avg Close Range
Q3 2025
Shares 45,644 Value ($000) $4,377 Avg Close Range
Q2 2025
Shares 46,528 Value ($000) $4,233 Avg Close Range
Q1 2025
Shares 48,514 Value ($000) $4,040 Avg Close Range
Q4 2024
Shares 23,133 Value ($000) $2,103 Avg Close Range
Q3 2024
Shares 20,244 Value ($000) $1,861 Avg Close Range
Q2 2024
Shares 17,146 Value ($000) $1,511 Avg Close Range
Q1 2024
Shares 17,448 Value ($000) $1,592 Avg Close Range
Q4 2023
Shares 17,618 Value ($000) $1,396 Avg Close Range
Q3 2023
Shares 17,926 Value ($000) $1,295 Avg Close Range
Q2 2023
Shares 16,374 Value ($000) $1,228 Avg Close Range
Q1 2023
Shares 16,526 Value ($000) $1,182 Avg Close Range
Q4 2022
Shares 16,526 Value ($000) $1,129 Avg Close Range
Q3 2022
Shares 11,434 Value ($000) $721 Avg Close Range
Q2 2022
Shares 6,327 Value ($000) $403 Avg Close Range
Q1 2022
Shares 6,558 Value ($000) $507 Avg Close Range
Q4 2021
Shares 6,570 Value ($000) $560 Avg Close Range
Q3 2021
Shares 6,627 Value ($000) $525 Avg Close Range
Q2 2021
Shares 6,644 Value ($000) $538 Avg Close Range
Q1 2021
Shares 6,640 Value ($000) $520 Avg Close Range
Q4 2020
Shares 6,635 Value ($000) $479 Avg Close Range
Q1 2020
Shares 1,596 Value ($000) $285 Avg Close Range