ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 7,223 Value ($000) $541 Avg Close — Range —
Q3 2025
Shares 7,101 Value ($000) $528 Avg Close — Range —
Q2 2025
Shares 7,099 Value ($000) $482 Avg Close — Range —
Q1 2025
Shares 7,127 Value ($000) $443 Avg Close — Range —
Q4 2024
Shares 8,049 Value ($000) $543 Avg Close — Range —
Q3 2024
Shares 8,669 Value ($000) $575 Avg Close — Range —
Q2 2024
Shares 9,293 Value ($000) $569 Avg Close — Range —
Q1 2024
Shares 9,544 Value ($000) $607 Avg Close — Range —
Q4 2023
Shares 10,600 Value ($000) $623 Avg Close — Range —
Q3 2023
Shares 11,458 Value ($000) $593 Avg Close — Range —
Q2 2023
Shares 11,896 Value ($000) $638 Avg Close — Range —
Q1 2023
Shares 13,196 Value ($000) $676 Avg Close — Range —
Q4 2022
Shares 13,542 Value ($000) $672 Avg Close — Range —
Q3 2022
Shares 13,537 Value ($000) $606 Avg Close — Range —
Q2 2022
Shares 13,325 Value ($000) $625 Avg Close — Range —
Q1 2022
Shares 14,161 Value ($000) $773 Avg Close — Range —
Q4 2021
Shares 17,527 Value ($000) $1,003 Avg Close — Range —
Q3 2021
Shares 17,587 Value ($000) $945 Avg Close — Range —
Q1 2021
Shares 18,173 Value ($000) $953 Avg Close — Range —