ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 10,132 Value ($000) $2,023 Avg Close — Range —
Q3 2025
Shares 10,150 Value ($000) $1,988 Avg Close — Range —
Q2 2025
Shares 10,119 Value ($000) $1,753 Avg Close — Range —
Q1 2025
Shares 10,177 Value ($000) $1,429 Avg Close — Range —
Q4 2024
Shares 10,177 Value ($000) $1,623 Avg Close — Range —
Q3 2024
Shares 10,168 Value ($000) $1,542 Avg Close — Range —
Q2 2024
Shares 10,067 Value ($000) $1,515 Avg Close — Range —
Q1 2024
Shares 9,001 Value ($000) $1,216 Avg Close — Range —
Q4 2023
Shares 5,911 Value ($000) $726 Avg Close — Range —
Q3 2023
Shares 5,911 Value ($000) $620 Avg Close — Range —
Q2 2023
Shares 6,145 Value ($000) $669 Avg Close — Range —
Q1 2023
Shares 11,619 Value ($000) $1,078 Avg Close — Range —
Q4 2022
Shares 9,765 Value ($000) $727 Avg Close — Range —
Q3 2022
Shares 6,464 Value ($000) $474 Avg Close — Range —
Q2 2022
Shares 6,462 Value ($000) $517 Avg Close — Range —
Q1 2022
Shares 6,462 Value ($000) $666 Avg Close — Range —