ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 3,736 Value ($000) $1,768 Avg Close — Range —
Q3 2025
Shares 3,946 Value ($000) $1,848 Avg Close — Range —
Q2 2025
Shares 3,897 Value ($000) $1,655 Avg Close — Range —
Q1 2025
Shares 3,993 Value ($000) $1,442 Avg Close — Range —
Q4 2024
Shares 4,003 Value ($000) $1,608 Avg Close — Range —
Q3 2024
Shares 4,089 Value ($000) $1,535 Avg Close — Range —
Q2 2024
Shares 4,106 Value ($000) $1,497 Avg Close — Range —
Q1 2024
Shares 4,106 Value ($000) $1,384 Avg Close — Range —
Q4 2023
Shares 4,366 Value ($000) $1,324 Avg Close — Range —
Q3 2023
Shares 3,935 Value ($000) $1,047 Avg Close — Range —
Q2 2023
Shares 3,871 Value ($000) $1,065 Avg Close — Range —
Q1 2023
Shares 3,907 Value ($000) $955 Avg Close — Range —
Q4 2022
Shares 3,907 Value ($000) $837 Avg Close — Range —
Q3 2022
Shares 4,107 Value ($000) $864 Avg Close — Range —
Q2 2022
Shares 4,107 Value ($000) $898 Avg Close — Range —
Q1 2022
Shares 4,107 Value ($000) $1,140 Avg Close — Range —