Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 540,334 shares of SMMD (ISHARES TR), worth $41.3M as of 2026-Q1. The position was increased (+6.5% shares). SMMD represents 0.3% of Wealthspire Advisors, LLC's portfolio.
Current Value
$41.3M
Current Shares
540,334
Total Value Change
+$16.3M
Total Shares Change
+141,344
Other major holders of SMMD: GLENMEDE TRUST CO NA, Glenmede Investment Management, LP, BANK OF AMERICA CORP /DE/, FIFTH THIRD BANCORP
Increased |
| 540,334 |
+6.5% |
| $41.3M |
| 0.3% |
| $79.75 |
37 |
| 2025-Q4 | Increased | 507,585 | +1.5% | $38M | 0.3% | $75.60 | 35 |
| 2025-Q3 | Decreased | 499,962 | -0.7% | $36.9M | 0.2% | $73.34 | 0 |
| 2025-Q2 | Increased | 503,388 | +4.4% | $34.1M | 0.2% | $67.09 | 36 |
| 2025-Q1 | Increased | 481,972 | +2.7% | $30.1M | 0.2% | $62.00 | 35 |
| 2024-Q4 | Increased | 469,382 | +10.0% | $31.9M | 0.3% | $66.99 | 38 |
| 2024-Q3 | Increased | 426,813 | +7.0% | $28.9M | 0.3% | $66.54 | 37 |
| 2024-Q2 | Decreased | 398,990 | -6.0% | $25M | 0.3% | $61.29 | 0 |