Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 7.6M shares of IJH (ISHARES TR), worth $504.4M as of 2025-Q4. The position was decreased (-48.8% shares). IJH represents 4.0% of Wealthspire Advisors, LLC's portfolio.
Current Value
$504.4M
Current Shares
7.6M
Total Value Change
+$101.7M
Total Shares Change
+760,653
Other major holders of IJH: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 7.6M |
-48.8% |
| $504.4M |
| 4.0% |
| $66.70 |
0 |
| 2025-Q3 | Increased | 14.9M | +0.7% | $973.6M | 5.1% | $64.87 | 62 |
| 2025-Q2 | Decreased | 14.8M | -4.3% | $919.2M | 5.2% | $61.52 | 0 |
| 2025-Q1 | Increased | 15.5M | +103.5% | $903.3M | 5.4% | $57.55 | 100 |
| 2024-Q4 | Increased | 7.6M | +5.7% | $474M | 4.7% | $61.30 | 61 |
| 2024-Q3 | Increased | 7.2M | +4.6% | $448.5M | 4.6% | $61.15 | 60 |
| 2024-Q2 | Increased | 6.9M | +1.9% | $402.8M | 5.2% | $57.25 | 62 |