ISHARES TR

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

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

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

Q4 2025
Shares 4,574 Value ($000) $829 Avg Close — Range —
Q3 2025
Shares 4,611 Value ($000) $815 Avg Close — Range —
Q2 2025
Shares 4,610 Value ($000) $727 Avg Close — Range —
Q1 2025
Shares 5,630 Value ($000) $850 Avg Close — Range —
Q4 2024
Shares 5,629 Value ($000) $924 Avg Close — Range —
Q3 2024
Shares 5,628 Value ($000) $939 Avg Close — Range —
Q2 2024
Shares 5,628 Value ($000) $857 Avg Close — Range —
Q1 2024
Shares 5,805 Value ($000) $922 Avg Close — Range —
Q4 2023
Shares 6,402 Value ($000) $994 Avg Close — Range —
Q3 2023
Shares 7,077 Value ($000) $959 Avg Close — Range —
Q2 2023
Shares 7,694 Value ($000) $1,083 Avg Close — Range —
Q1 2023
Shares 8,911 Value ($000) $1,221 Avg Close — Range —
Q4 2022
Shares 11,144 Value ($000) $1,545 Avg Close — Range —
Q3 2022
Shares 8,982 Value ($000) $1,158 Avg Close — Range —
Q2 2022
Shares 10,382 Value ($000) $1,414 Avg Close — Range —
Q1 2022
Shares 10,544 Value ($000) $1,702 Avg Close — Range —
Q4 2021
Shares 2,018 Value ($000) $335 Avg Close — Range —
Q3 2021
Shares 1,921 Value ($000) $308 Avg Close — Range —
Q2 2021
Shares 1,884 Value ($000) $312 Avg Close — Range —