ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 28,309 Value ($000) $3,647 Avg Close — Range —
Q3 2025
Shares 62,212 Value ($000) $7,836 Avg Close — Range —
Q2 2025
Shares 71,182 Value ($000) $8,268 Avg Close — Range —
Q1 2025
Shares 72,984 Value ($000) $7,474 Avg Close — Range —
Q4 2024
Shares 36,467 Value ($000) $4,021 Avg Close — Range —
Q3 2024
Shares 38,209 Value ($000) $4,157 Avg Close — Range —
Q2 2024
Shares 39,343 Value ($000) $4,086 Avg Close — Range —
Q1 2024
Shares 37,717 Value ($000) $3,802 Avg Close — Range —
Q4 2023
Shares 39,537 Value ($000) $3,600 Avg Close — Range —
Q3 2023
Shares 40,035 Value ($000) $3,259 Avg Close — Range —
Q2 2023
Shares 38,639 Value ($000) $3,252 Avg Close — Range —
Q1 2023
Shares 35,740 Value ($000) $2,787 Avg Close — Range —
Q4 2022
Shares 39,538 Value ($000) $2,838 Avg Close — Range —
Q3 2022
Shares 36,820 Value ($000) $2,466 Avg Close — Range —
Q2 2022
Shares 33,489 Value ($000) $2,408 Avg Close — Range —
Q1 2022
Shares 24,699 Value ($000) $2,139 Avg Close — Range —
Q4 2021
Shares 23,577 Value ($000) $2,191 Avg Close — Range —
Q3 2021
Shares 30,526 Value ($000) $2,540 Avg Close — Range —
Q2 2021
Shares 24,574 Value ($000) $2,035 Avg Close — Range —
Q1 2021
Shares 25,206 Value ($000) $1,925 Avg Close — Range —
Q4 2020
Shares 25,134 Value ($000) $1,798 Avg Close — Range —
Q1 2020
Shares 13,712 Value ($000) $1,335 Avg Close — Range —