ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 3,945 Value ($000) $663 Avg Close — Range —
Q3 2025
Shares 4,565 Value ($000) $751 Avg Close — Range —
Q2 2025
Shares 6,513 Value ($000) $980 Avg Close — Range —
Q1 2025
Shares 6,639 Value ($000) $844 Avg Close — Range —
Q4 2024
Shares 5,538 Value ($000) $772 Avg Close — Range —
Q3 2024
Shares 5,673 Value ($000) $748 Avg Close — Range —
Q2 2024
Shares 6,467 Value ($000) $824 Avg Close — Range —
Q1 2024
Shares 6,179 Value ($000) $724 Avg Close — Range —
Q4 2023
Shares 6,134 Value ($000) $639 Avg Close — Range —
Q3 2023
Shares 7,431 Value ($000) $705 Avg Close — Range —
Q2 2023
Shares 2,168 Value ($000) $212 Avg Close — Range —
Q3 2022
Shares 3,422 Value ($000) $274 Avg Close — Range —