ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 77,480 Value ($000) $14,040 Avg Close Range
Q3 2025
Shares 75,633 Value ($000) $13,373 Avg Close Range
Q2 2025
Shares 74,917 Value ($000) $11,819 Avg Close Range
Q1 2025
Shares 76,446 Value ($000) $11,542 Avg Close Range
Q4 2024
Shares 65,610 Value ($000) $10,771 Avg Close Range
Q3 2024
Shares 62,067 Value ($000) $10,354 Avg Close Range
Q2 2024
Shares 55,947 Value ($000) $8,521 Avg Close Range
Q1 2024
Shares 49,581 Value ($000) $7,874 Avg Close Range
Q4 2023
Shares 46,909 Value ($000) $7,286 Avg Close Range
Q3 2023
Shares 48,554 Value ($000) $6,582 Avg Close Range
Q2 2023
Shares 5,456 Value ($000) $768 Avg Close Range
Q1 2023
Shares 5,510 Value ($000) $755 Avg Close Range
Q4 2022
Shares 5,481 Value ($000) $760 Avg Close Range
Q3 2022
Shares 5,504 Value ($000) $710 Avg Close Range
Q2 2022
Shares 4,968 Value ($000) $676 Avg Close Range
Q1 2022
Shares 4,950 Value ($000) $799 Avg Close Range
Q4 2021
Shares 4,817 Value ($000) $800 Avg Close Range
Q3 2021
Shares 4,719 Value ($000) $756 Avg Close Range
Q2 2021
Shares 4,397 Value ($000) $729 Avg Close Range
Q1 2021
Shares 4,731 Value ($000) $754 Avg Close Range
Q4 2020
Shares 4,419 Value ($000) $582 Avg Close Range
Q1 2020
Shares 9,451 Value ($000) $775 Avg Close Range
Q4 2018
Shares 158 Value ($000) $17 Avg Close Range