ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

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

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

Q4 2025
Shares 507,585 Value ($000) $38,038 Avg Close — Range —
Q3 2025
Shares 499,962 Value ($000) $36,862 Avg Close — Range —
Q2 2025
Shares 503,388 Value ($000) $34,120 Avg Close — Range —
Q1 2025
Shares 481,972 Value ($000) $30,143 Avg Close — Range —
Q4 2024
Shares 469,382 Value ($000) $31,918 Avg Close — Range —
Q3 2024
Shares 426,813 Value ($000) $28,908 Avg Close — Range —
Q2 2024
Shares 398,990 Value ($000) $24,977 Avg Close — Range —
Q1 2024
Shares 424,361 Value ($000) $27,842 Avg Close — Range —
Q4 2023
Shares 425,056 Value ($000) $26,171 Avg Close — Range —
Q3 2023
Shares 372,955 Value ($000) $20,332 Avg Close — Range —
Q2 2023
Shares 374,305 Value ($000) $21,511 Avg Close — Range —
Q1 2023
Shares 362,853 Value ($000) $19,892 Avg Close — Range —
Q4 2022
Shares 315,480 Value ($000) $16,765 Avg Close — Range —
Q3 2022
Shares 211,418 Value ($000) $10,518 Avg Close — Range —
Q2 2022
Shares 179,382 Value ($000) $9,260 Avg Close — Range —