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ISHGISHG
5 quarters

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

Wealthspire Advisors, LLC holds 34,621 shares of ISHG (ISHARES TR), worth $2.6M as of 2026-Q2. The position was decreased (-5.1% shares). ISHG represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$2.6M

Current Shares

34,621

Total Value Change

+$624,281

Total Shares Change

+9,201

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
34,621
-5.1%
$2.6M0.0%$74.25
0
2026-Q1
Increased
36,476
+12.1%
$2.7M0.0%$75.27
29
2025-Q4
Increased
32,526
+4.2%
$2.4M0.0%$75.30
27
2025-Q3
Increased
31,203
+22.8%
$2.4M0.0%$74.97
32
2025-Q2
New
25,420
-
$1.9M0.0%$75.00
36

Other major holders of ISHG: NewEdge Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA

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