ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 242,143 Value ($000) $165,854 Avg Close — Range —
Q3 2025
Shares 244,100 Value ($000) $163,376 Avg Close — Range —
Q2 2025
Shares 208,042 Value ($000) $127,940 Avg Close — Range —
Q1 2025
Shares 246,371 Value ($000) $138,436 Avg Close — Range —
Q4 2024
Shares 242,720 Value ($000) $142,884 Avg Close — Range —
Q3 2024
Shares 224,668 Value ($000) $129,593 Avg Close — Range —
Q2 2024
Shares 240,578 Value ($000) $131,492 Avg Close — Range —
Q1 2024
Shares 279,201 Value ($000) $300,144 Avg Close — Range —
Q4 2023
Shares 290,012 Value ($000) $140,561 Avg Close — Range —
Q3 2023
Shares 271,092 Value ($000) $116,415 Avg Close — Range —
Q2 2023
Shares 253,762 Value ($000) $113,104 Avg Close — Range —
Q1 2023
Shares 238,493 Value ($000) $98,040 Avg Close — Range —
Q4 2022
Shares 172,138 Value ($000) $66 Avg Close — Range —
Q3 2022
Shares 170,705 Value ($000) $61,220 Avg Close — Range —
Q2 2022
Shares 221,369 Value ($000) $83,932 Avg Close — Range —
Q1 2022
Shares 307,726 Value ($000) $139,885 Avg Close — Range —
Q4 2021
Shares 272,166 Value ($000) $130,186 Avg Close — Range —
Q3 2021
Shares 257,847 Value ($000) $111,103 Avg Close — Range —
Q2 2021
Shares 251,097 Value ($000) $108,201 Avg Close — Range —
Q1 2021
Shares 256,798 Value ($000) $101,954 Avg Close — Range —