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

Wealthspire Advisors, LLC holds 1.9M shares of IJR (ISHARES TR), worth $241.3M as of 2026-Q1. The position was increased (+2.0% shares). IJR represents 1.9% of Wealthspire Advisors, LLC's portfolio.

Current Value

$241.3M

Current Shares

1.9M

Total Value Change

+$64M

Total Shares Change

+279,103

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.9M
+2.0%
$241.3M1.9%$129.20
49
2025-Q4
Decreased
1.9M
-48.8%
$228.6M1.8%$121.69
0
2025-Q3
Increased
3.7M
+0.5%
$441.4M2.3%$118.03
54
2025-Q2
Decreased
3.7M
-4.8%
$404.2M2.3%$108.58
0
2025-Q1
Increased
3.9M
+105.3%
$406.1M2.4%$102.76
86
2024-Q4
Increased
1.9M
+7.3%
$217.9M2.2%$113.25
56
2024-Q3
Increased
1.8M
+6.1%
$206.2M2.1%$113.75
56
2024-Q2
Increased
1.7M
+3.5%
$177.3M2.3%$103.63
54

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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