ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Spire Wealth Management's Holding History (CIK: 0001858740)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 630 Value ($000) $66 Avg Close — Range —
Q3 2025
Shares 509 Value ($000) $53 Avg Close — Range —
Q1 2024
Shares 400 Value ($000) $30 Avg Close — Range —
Q4 2023
Shares 443 Value ($000) $31 Avg Close — Range —
Q3 2023
Shares 443 Value ($000) $26 Avg Close — Range —
Q2 2023
Shares 443 Value ($000) $28 Avg Close — Range —
Q1 2023
Shares 443 Value ($000) $25 Avg Close — Range —
Q4 2022
Shares 43 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 43 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 453 Value ($000) $23 Avg Close — Range —
Q1 2022
Shares 2,353 Value ($000) $153 Avg Close — Range —
Q4 2021
Shares 2,353 Value ($000) $169 Avg Close — Range —
Q3 2021
Shares 3,366 Value ($000) $221 Avg Close — Range —
Q2 2021
Shares 3,366 Value ($000) $218 Avg Close — Range —
Q1 2021
Shares 462 Value ($000) $133 Avg Close — Range —