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13 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Wealthspire Advisors, LLC holds 1.3M shares of IBTG (ISHARES TR), worth $29.2M as of 2026-Q2. The position was increased (+24.4% shares). IBTG represents 0.2% of Wealthspire Advisors, LLC's portfolio.

Current Value

$29.2M

Current Shares

1.3M

Total Value Change

+$28.4M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+24.4%
$29.2M0.2%$22.67
42
2026-Q1
Increased
1M
+556.4%
$23.5M0.2%$22.48
55
2025-Q4
Increased
156,047
+11.3%
$3.6M0.0%$22.30
30
2025-Q3
Increased
140,136
+3.4%
$3.2M0.0%$22.08
27
2025-Q2
Decreased
135,573
-0.9%
$3.1M0.0%$21.83
0
2025-Q1
Increased
136,841
+21.6%
$3.1M0.0%$21.62
32
2024-Q4
Increased
112,554
+10.7%
$2.6M0.0%$21.36
29
2024-Q3
Increased
101,659
+21.5%
$2.3M0.0%$21.30
31
2024-Q2
Increased
83,674
+30.1%
$1.9M0.0%$20.71
33
2024-Q1
Increased
64,342
+16.3%
$1.5M0.0%$20.54
30
2023-Q4
Increased
55,330
+8.7%
$1.3M0.0%$20.54
28
2023-Q3
Increased
50,904
+53.6%
$1.1M0.0%$19.95
35
2023-Q2
New
33,129
-
$750,3720.0%$19.92
34

Other major holders of IBTG: Focus Partners Wealth, NorthCoast Asset Management LLC

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