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IUSBIUSB
25 quarters

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

Wealthspire Advisors, LLC holds 5.5M shares of IUSB (ISHARES TR), worth $253M as of 2026-Q2. The position was increased (+16.0% shares). IUSB represents 1.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$253M

Current Shares

5.5M

Total Value Change

+$252.7M

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.5M
+16.0%
$253M1.4%$45.82
56
2026-Q1
Increased
4.7M
+2.4%
$218.4M1.7%$45.38
49
2025-Q4
Increased
4.6M
+5.2%
$214.9M1.7%$45.41
51
2025-Q3
Increased
4.4M
+1.1%
$205M1.1%$44.94
49
2025-Q2
Decreased
4.3M
-3.3%
$200.7M1.1%$44.01
0
2025-Q1
Decreased
4.5M
-0.5%
$206.8M1.2%$43.40
0
2024-Q4
Increased
4.5M
+5.3%
$203.9M2.0%$42.29
55
2024-Q3
Increased
4.3M
+356.0%
$201.9M2.1%$43.48
85
2024-Q2
Increased
939,485
+6.0%
$42.5M0.5%$41.31
44
2024-Q1
Decreased
886,506
-5.2%
$40.4M0.5%$41.23
0
2023-Q4
Increased
935,153
+25.1%
$43.1M0.6%$41.42
50
2023-Q3
Decreased
747,263
-3.0%
$32.7M0.5%$38.81
0
2023-Q2
Increased
770,119
+0.3%
$35M0.6%$40.00
41
2023-Q1
Decreased
768,081
-12.0%
$35.4M0.6%$40.26
0
2022-Q4
Decreased
872,543
-13.6%
$39.2M0.7%$38.99
0
2022-Q3
Increased
1M
+66.8%
$45M0.9%$38.24
61
2022-Q2
Increased
605,534
+20.4%
$28.4M0.6%$40.00
48
2022-Q1
Increased
502,945
+44.0%
$25M0.6%$42.16
54
2021-Q4
Increased
349,256
+489.7%
$18.5M0.4%$44.83
55
2021-Q3
Increased
59,224
+7.4%
$3.2M0.1%$44.85
28
2021-Q2
Increased
55,165
+19.8%
$3M0.1%$44.87
31
2021-Q1
Increased
46,043
+66.2%
$2.4M0.1%$44.06
38
2020-Q4
New
27,708
-
$1.5M0.0%$45.44
35
2020-Q2
Exited
0
-100.0%
$00.0%$44.53
0
2020-Q1
New
6,746
-
$354,0000.0%$42.74
33

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC

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