ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 90,318 Value ($000) $33,728 Avg Close — Range —
Q3 2025
Shares 174,426 Value ($000) $63,749 Avg Close — Range —
Q2 2025
Shares 175,920 Value ($000) $59,737 Avg Close — Range —
Q1 2025
Shares 173,878 Value ($000) $53,335 Avg Close — Range —
Q4 2024
Shares 95,881 Value ($000) $30,889 Avg Close — Range —
Q3 2024
Shares 95,869 Value ($000) $30,140 Avg Close — Range —
Q2 2024
Shares 38,799 Value ($000) $11,544 Avg Close — Range —
Q1 2024
Shares 40,922 Value ($000) $11,787 Avg Close — Range —
Q4 2023
Shares 41,039 Value ($000) $10,763 Avg Close — Range —
Q3 2023
Shares 42,971 Value ($000) $10,094 Avg Close — Range —
Q2 2023
Shares 42,869 Value ($000) $10,449 Avg Close — Range —
Q1 2023
Shares 44,736 Value ($000) $10,076 Avg Close — Range —
Q4 2022
Shares 44,870 Value ($000) $9,446 Avg Close — Range —
Q3 2022
Shares 47,611 Value ($000) $9,395 Avg Close — Range —
Q2 2022
Shares 27,632 Value ($000) $5,741 Avg Close — Range —
Q1 2022
Shares 27,568 Value ($000) $6,894 Avg Close — Range —
Q4 2021
Shares 19,877 Value ($000) $5,256 Avg Close — Range —
Q3 2021
Shares 20,577 Value ($000) $4,974 Avg Close — Range —
Q2 2021
Shares 24,878 Value ($000) $6,023 Avg Close — Range —
Q1 2021
Shares 27,799 Value ($000) $6,222 Avg Close — Range —
Q4 2020
Shares 25,765 Value ($000) $5,458 Avg Close — Range —
Q1 2020
Shares 18,527 Value ($000) $2,622 Avg Close — Range —