ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 4,566 Value ($000) $644 Avg Close — Range —
Q3 2025
Shares 4,466 Value ($000) $635 Avg Close — Range —
Q2 2025
Shares 4,466 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 4,596 Value ($000) $617 Avg Close — Range —
Q4 2024
Shares 4,543 Value ($000) $596 Avg Close — Range —
Q3 2024
Shares 5,740 Value ($000) $775 Avg Close — Range —
Q2 2024
Shares 5,866 Value ($000) $710 Avg Close — Range —
Q1 2024
Shares 5,047 Value ($000) $622 Avg Close — Range —
Q4 2023
Shares 6,297 Value ($000) $723 Avg Close — Range —
Q3 2023
Shares 6,878 Value ($000) $740 Avg Close — Range —
Q2 2023
Shares 7,875 Value ($000) $892 Avg Close — Range —
Q1 2023
Shares 7,710 Value ($000) $903 Avg Close — Range —
Q4 2022
Shares 6,254 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 6,084 Value ($000) $652 Avg Close — Range —
Q2 2022
Shares 48,962 Value ($000) $5,761 Avg Close — Range —
Q1 2022
Shares 11,910 Value ($000) $1,526 Avg Close — Range —
Q4 2021
Shares 18,750 Value ($000) $2,299 Avg Close — Range —
Q3 2021
Shares 9,880 Value ($000) $1,134 Avg Close — Range —
Q2 2021
Shares 10,637 Value ($000) $1,240 Avg Close — Range —
Q1 2021
Shares 21,765 Value ($000) $2,476 Avg Close — Range —