ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 9,172 Value ($000) $711 Avg Close — Range —
Q3 2025
Shares 13,850 Value ($000) $1,063 Avg Close — Range —
Q2 2025
Shares 6,140 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 6,021 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 6,467 Value ($000) $393 Avg Close — Range —
Q3 2024
Shares 7,166 Value ($000) $485 Avg Close — Range —
Q2 2024
Shares 6,989 Value ($000) $431 Avg Close — Range —
Q1 2024
Shares 22,200 Value ($000) $1,406 Avg Close — Range —
Q4 2023
Shares 22,142 Value ($000) $1,371 Avg Close — Range —
Q3 2023
Shares 26,256 Value ($000) $1,483 Avg Close — Range —
Q2 2023
Shares 26,256 Value ($000) $1,549 Avg Close — Range —
Q1 2023
Shares 25,863 Value ($000) $1,539 Avg Close — Range —
Q4 2022
Shares 25,562 Value ($000) $1,444 Avg Close — Range —
Q3 2022
Shares 26,259 Value ($000) $1,281 Avg Close — Range —
Q2 2022
Shares 25,562 Value ($000) $1,395 Avg Close — Range —
Q3 2021
Shares 24,200 Value ($000) $1,801 Avg Close — Range —
Q4 2020
Shares 4,072 Value ($000) $278 Avg Close — Range —