ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 97,401 Value ($000) $23,976 Avg Close — Range —
Q3 2025
Shares 197,930 Value ($000) $47,891 Avg Close — Range —
Q2 2025
Shares 198,970 Value ($000) $42,936 Avg Close — Range —
Q1 2025
Shares 236,944 Value ($000) $47,268 Avg Close — Range —
Q4 2024
Shares 121,787 Value ($000) $26,910 Avg Close — Range —
Q3 2024
Shares 116,450 Value ($000) $25,723 Avg Close — Range —
Q2 2024
Shares 108,959 Value ($000) $22,107 Avg Close — Range —
Q1 2024
Shares 101,452 Value ($000) $21,335 Avg Close — Range —
Q4 2023
Shares 105,504 Value ($000) $21,176 Avg Close — Range —
Q3 2023
Shares 103,011 Value ($000) $18,206 Avg Close — Range —
Q2 2023
Shares 118,449 Value ($000) $22,182 Avg Close — Range —
Q1 2023
Shares 120,147 Value ($000) $21,434 Avg Close — Range —
Q4 2022
Shares 108,361 Value ($000) $18,894 Avg Close — Range —
Q3 2022
Shares 111,076 Value ($000) $18,319 Avg Close — Range —
Q2 2022
Shares 110,035 Value ($000) $18,636 Avg Close — Range —
Q1 2022
Shares 98,109 Value ($000) $20,139 Avg Close — Range —
Q4 2021
Shares 95,189 Value ($000) $21,175 Avg Close — Range —
Q3 2021
Shares 104,101 Value ($000) $22,772 Avg Close — Range —
Q2 2021
Shares 107,458 Value ($000) $24,648 Avg Close — Range —
Q1 2021
Shares 106,605 Value ($000) $23,553 Avg Close — Range —
Q4 2020
Shares 109,564 Value ($000) $21,481 Avg Close — Range —
Q1 2020
Shares 148,298 Value ($000) $16,974 Avg Close — Range —
Q4 2019
Shares 1,399 Value ($000) $232 Avg Close — Range —
Q3 2019
Shares 1,377 Value ($000) $208 Avg Close — Range —
Q2 2019
Shares 1,377 Value ($000) $214 Avg Close — Range —
Q4 2018
Shares 920 Value ($000) $123 Avg Close — Range —