Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 1.9M shares of IJR (ISHARES TR), worth $228.6M as of 2025-Q4. The position was decreased (-48.8% shares). IJR represents 1.8% of Wealthspire Advisors, LLC's portfolio.
Current Value
$228.6M
Current Shares
1.9M
Total Value Change
+$51.3M
Total Shares Change
+240,020
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Decreased |
| 1.9M |
-48.8% |
| $228.6M |
| 1.8% |
| $121.69 |
0 |
| 2025-Q3 | Increased | 3.7M | +0.5% | $441.4M | 2.3% | $118.03 | 54 |
| 2025-Q2 | Decreased | 3.7M | -4.8% | $404.2M | 2.3% | $108.58 | 0 |
| 2025-Q1 | Increased | 3.9M | +105.3% | $406.1M | 2.4% | $102.76 | 86 |
| 2024-Q4 | Increased | 1.9M | +7.3% | $217.9M | 2.2% | $113.25 | 56 |
| 2024-Q3 | Increased | 1.8M | +6.1% | $206.2M | 2.1% | $113.75 | 56 |
| 2024-Q2 | Increased | 1.7M | +3.5% | $177.3M | 2.3% | $103.63 | 54 |