ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 19,619 Value ($000) $774 Avg Close — Range —
Q3 2025
Shares 17,647 Value ($000) $645 Avg Close — Range —
Q2 2025
Shares 19,308 Value ($000) $666 Avg Close — Range —
Q1 2025
Shares 19,097 Value ($000) $592 Avg Close — Range —
Q4 2024
Shares 19,014 Value ($000) $521 Avg Close — Range —
Q3 2024
Shares 18,356 Value ($000) $555 Avg Close — Range —
Q2 2024
Shares 19,016 Value ($000) $526 Avg Close — Range —
Q1 2024
Shares 18,343 Value ($000) $514 Avg Close — Range —
Q4 2023
Shares 20,764 Value ($000) $581 Avg Close — Range —
Q3 2023
Shares 23,799 Value ($000) $604 Avg Close — Range —
Q2 2023
Shares 29,980 Value ($000) $789 Avg Close — Range —
Q1 2023
Shares 28,180 Value ($000) $775 Avg Close — Range —
Q4 2022
Shares 27,999 Value ($000) $760 Avg Close — Range —
Q3 2022
Shares 26,163 Value ($000) $589 Avg Close — Range —
Q2 2022
Shares 23,052 Value ($000) $626 Avg Close — Range —
Q1 2022
Shares 19,849 Value ($000) $630 Avg Close — Range —
Q4 2021
Shares 18,045 Value ($000) $563 Avg Close — Range —
Q3 2021
Shares 17,642 Value ($000) $537 Avg Close — Range —
Q2 2021
Shares 17,545 Value ($000) $568 Avg Close — Range —
Q1 2021
Shares 17,282 Value ($000) $544 Avg Close — Range —
Q4 2020
Shares 9,421 Value ($000) $278 Avg Close — Range —
Q3 2020
Shares 8,171 Value ($000) $204 Avg Close — Range —
Q2 2020
Shares 8,107 Value ($000) $204 Avg Close — Range —