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SUSBSUSB
8 quarters

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

Wealthspire Advisors, LLC holds 511,273 shares of SUSB (ISHARES TR), worth $12.8M as of 2026-Q2. The position was increased (+3.8% shares). SUSB represents 0.1% of Wealthspire Advisors, LLC's portfolio.

Current Value

$12.8M

Current Shares

511,273

Total Value Change

-$10.3M

Total Shares Change

-406,655

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
511,273
+3.8%
$12.8M0.1%$24.80
29
2026-Q1
Decreased
492,464
-2.8%
$12.3M0.1%$24.60
0
2025-Q4
Increased
506,708
+3.5%
$12.8M0.1%$24.59
35
2025-Q3
Increased
489,462
+2.1%
$12.4M0.1%$24.29
28
2025-Q2
Increased
479,307
+1.9%
$12.1M0.1%$23.89
28
2025-Q1
Increased
470,232
+0.6%
$11.8M0.1%$23.47
28
2024-Q4
Decreased
467,656
-49.0%
$11.6M0.1%$23.03
0
2024-Q3
New
917,928
-
$23.1M0.2%$23.13
47

Other major holders of SUSB: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC

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