ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 3,113 Value ($000) $319 Avg Close — Range —
Q3 2025
Shares 6,021 Value ($000) $602 Avg Close — Range —
Q2 2025
Shares 6,021 Value ($000) $570 Avg Close — Range —
Q1 2025
Shares 6,240 Value ($000) $576 Avg Close — Range —
Q4 2024
Shares 6,692 Value ($000) $620 Avg Close — Range —
Q3 2024
Shares 6,728 Value ($000) $642 Avg Close — Range —
Q2 2024
Shares 7,514 Value ($000) $662 Avg Close — Range —
Q1 2024
Shares 7,514 Value ($000) $680 Avg Close — Range —
Q4 2023
Shares 7,556 Value ($000) $637 Avg Close — Range —
Q3 2023
Shares 7,559 Value ($000) $564 Avg Close — Range —
Q2 2023
Shares 6,889 Value ($000) $539 Avg Close — Range —
Q1 2023
Shares 6,889 Value ($000) $508 Avg Close — Range —
Q4 2022
Shares 7,154 Value ($000) $505 Avg Close — Range —
Q3 2022
Shares 9,855 Value ($000) $617 Avg Close — Range —
Q2 2022
Shares 9,673 Value ($000) $647 Avg Close — Range —