ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 6,232 Value ($000) $927 Avg Close — Range —
Q3 2025
Shares 6,232 Value ($000) $908 Avg Close — Range —
Q2 2025
Shares 5,811 Value ($000) $785 Avg Close — Range —
Q1 2025
Shares 23,844 Value ($000) $2,909 Avg Close — Range —
Q4 2024
Shares 17,324 Value ($000) $2,228 Avg Close — Range —
Q3 2024
Shares 15,055 Value ($000) $1,891 Avg Close — Range —
Q2 2024
Shares 14,399 Value ($000) $1,710 Avg Close — Range —
Q1 2024
Shares 16,191 Value ($000) $1,867 Avg Close — Range —
Q4 2023
Shares 19,863 Value ($000) $2,110 Avg Close — Range —
Q3 2023
Shares 15,976 Value ($000) $1,505 Avg Close — Range —
Q2 2023
Shares 30,158 Value ($000) $2,951 Avg Close — Range —
Q1 2023
Shares 30,428 Value ($000) $2,755 Avg Close — Range —
Q4 2022
Shares 37,676 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 52,086 Value ($000) $4,143 Avg Close — Range —
Q2 2022
Shares 126,605 Value ($000) $10,607 Avg Close — Range —
Q1 2022
Shares 170,088 Value ($000) $17,151 Avg Close — Range —
Q4 2021
Shares 150,188 Value ($000) $16,067 Avg Close — Range —
Q3 2021
Shares 142,606 Value ($000) $14,232 Avg Close — Range —
Q2 2021
Shares 123,466 Value ($000) $12,194 Avg Close — Range —
Q1 2021
Shares 117,653 Value ($000) $10,885 Avg Close — Range —