Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 103,351 shares of IWF (ISHARES TR), worth $48.9M as of 2025-Q4. The position was decreased (-50.3% shares). IWF represents 0.4% of Wealthspire Advisors, LLC's portfolio.
Current Value
$48.9M
Current Shares
103,351
Total Value Change
+$7.8M
Total Shares Change
-9,447
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 103,351 |
-50.3% |
| $48.9M |
| 0.4% |
| $476.95 |
0 |
| 2025-Q3 | Decreased | 207,896 | -4.8% | $97.4M | 0.5% | $466.09 | 0 |
| 2025-Q2 | Decreased | 218,300 | -0.9% | $92.7M | 0.5% | $420.88 | 0 |
| 2025-Q1 | Increased | 220,238 | +84.0% | $79.5M | 0.5% | $359.49 | 55 |
| 2024-Q4 | Increased | 119,673 | +0.3% | $48.1M | 0.5% | $403.59 | 35 |
| 2024-Q3 | Increased | 119,266 | +5.7% | $44.8M | 0.5% | $371.77 | 37 |
| 2024-Q2 | Decreased | 112,798 | -1.4% | $41.1M | 0.5% | $362.15 | 0 |