ISHARES TR

Ticker: IQLT CUSIP: 46434V456 Class: ETF

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

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

Q4 2025
Shares 271,620 Value ($000) $12,345 Avg Close — Range —
Q3 2025
Shares 264,379 Value ($000) $11,683 Avg Close — Range —
Q2 2025
Shares 247,738 Value ($000) $10,707 Avg Close — Range —
Q1 2025
Shares 232,638 Value ($000) $9,233 Avg Close — Range —
Q4 2024
Shares 219,810 Value ($000) $8,159 Avg Close — Range —
Q3 2024
Shares 209,350 Value ($000) $8,686 Avg Close — Range —
Q2 2024
Shares 200,185 Value ($000) $7,817 Avg Close — Range —
Q1 2024
Shares 191,275 Value ($000) $7,586 Avg Close — Range —
Q4 2023
Shares 190,350 Value ($000) $7,150 Avg Close — Range —
Q3 2023
Shares 175,340 Value ($000) $5,893 Avg Close — Range —
Q2 2023
Shares 165,290 Value ($000) $5,884 Avg Close — Range —
Q1 2023
Shares 134,155 Value ($000) $4,736 Avg Close — Range —
Q4 2022
Shares 113,555 Value ($000) $3,678 Avg Close — Range —
Q3 2022
Shares 113,955 Value ($000) $3,166 Avg Close — Range —
Q2 2022
Shares 96,485 Value ($000) $2,984 Avg Close — Range —
Q1 2022
Shares 99,635 Value ($000) $3,674 Avg Close — Range —