ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 48,874 Value ($000) $18,907 Avg Close — Range —
Q3 2025
Shares 96,742 Value ($000) $36,659 Avg Close — Range —
Q2 2025
Shares 95,528 Value ($000) $33,530 Avg Close — Range —
Q1 2025
Shares 95,534 Value ($000) $30,345 Avg Close — Range —
Q4 2024
Shares 47,908 Value ($000) $16,013 Avg Close — Range —
Q3 2024
Shares 47,896 Value ($000) $15,649 Avg Close — Range —
Q2 2024
Shares 47,240 Value ($000) $14,582 Avg Close — Range —
Q1 2024
Shares 47,036 Value ($000) $14,115 Avg Close — Range —
Q4 2023
Shares 58,988 Value ($000) $16,147 Avg Close — Range —
Q3 2023
Shares 59,269 Value ($000) $14,524 Avg Close — Range —
Q2 2023
Shares 48,918 Value ($000) $12,449 Avg Close — Range —
Q1 2023
Shares 47,674 Value ($000) $11,223 Avg Close — Range —
Q4 2022
Shares 46,810 Value ($000) $10,330 Avg Close — Range —
Q3 2022
Shares 46,023 Value ($000) $9,529 Avg Close — Range —
Q2 2022
Shares 45,411 Value ($000) $9,872 Avg Close — Range —
Q1 2022
Shares 45,359 Value ($000) $11,901 Avg Close — Range —
Q4 2021
Shares 37,546 Value ($000) $10,419 Avg Close — Range —
Q3 2021
Shares 37,517 Value ($000) $9,561 Avg Close — Range —
Q2 2021
Shares 46,344 Value ($000) $11,860 Avg Close — Range —
Q1 2021
Shares 41,168 Value ($000) $9,766 Avg Close — Range —
Q4 2020
Shares 41,407 Value ($000) $9,256 Avg Close — Range —
Q1 2020
Shares 49,457 Value ($000) $7,336 Avg Close — Range —