ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 140,040 Value ($000) $18,428 Avg Close — Range —
Q3 2025
Shares 265,512 Value ($000) $34,442 Avg Close — Range —
Q2 2025
Shares 261,290 Value ($000) $32,290 Avg Close — Range —
Q1 2025
Shares 265,060 Value ($000) $31,736 Avg Close — Range —
Q4 2024
Shares 118,795 Value ($000) $14,845 Avg Close — Range —
Q3 2024
Shares 113,524 Value ($000) $14,034 Avg Close — Range —
Q2 2024
Shares 95,032 Value ($000) $10,782 Avg Close — Range —
Q1 2024
Shares 86,648 Value ($000) $10,250 Avg Close — Range —
Q4 2023
Shares 81,971 Value ($000) $9,348 Avg Close — Range —
Q3 2023
Shares 83,866 Value ($000) $8,465 Avg Close — Range —
Q2 2023
Shares 13,003 Value ($000) $1,393 Avg Close — Range —
Q1 2023
Shares 13,525 Value ($000) $1,390 Avg Close — Range —
Q4 2022
Shares 13,587 Value ($000) $1,370 Avg Close — Range —
Q3 2022
Shares 7,973 Value ($000) $718 Avg Close — Range —
Q2 2022
Shares 5,194 Value ($000) $490 Avg Close — Range —
Q1 2022
Shares 5,106 Value ($000) $560 Avg Close — Range —
Q4 2021
Shares 4,776 Value ($000) $529 Avg Close — Range —
Q3 2021
Shares 4,903 Value ($000) $505 Avg Close — Range —
Q2 2021
Shares 6,012 Value ($000) $633 Avg Close — Range —
Q1 2021
Shares 6,031 Value ($000) $615 Avg Close — Range —
Q4 2020
Shares 6,027 Value ($000) $520 Avg Close — Range —
Q1 2020
Shares 4,999 Value ($000) $549 Avg Close — Range —