ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 205,458 Value ($000) $25,325 Avg Close — Range —
Q3 2025
Shares 200,577 Value ($000) $24,214 Avg Close — Range —
Q2 2025
Shares 201,582 Value ($000) $22,194 Avg Close — Range —
Q1 2025
Shares 205,988 Value ($000) $19,122 Avg Close — Range —
Q4 2024
Shares 203,899 Value ($000) $20,702 Avg Close — Range —
Q3 2024
Shares 197,914 Value ($000) $18,950 Avg Close — Range —
Q2 2024
Shares 197,034 Value ($000) $18,234 Avg Close — Range —
Q1 2024
Shares 225,556 Value ($000) $19,046 Avg Close — Range —
Q4 2023
Shares 201,322 Value ($000) $15,623 Avg Close — Range —
Q3 2023
Shares 186,052 Value ($000) $12,730 Avg Close — Range —
Q2 2023
Shares 163,579 Value ($000) $11,529 Avg Close — Range —
Q1 2023
Shares 159,420 Value ($000) $10,185 Avg Close — Range —
Q4 2022
Shares 72,564 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 95,646 Value ($000) $5,533 Avg Close — Range —
Q2 2022
Shares 207,029 Value ($000) $12,494 Avg Close — Range —
Q1 2022
Shares 318,389 Value ($000) $24,396 Avg Close — Range —
Q4 2021
Shares 266,614 Value ($000) $22,308 Avg Close — Range —
Q3 2021
Shares 194,644 Value ($000) $14,386 Avg Close — Range —
Q2 2021
Shares 203,587 Value ($000) $14,807 Avg Close — Range —
Q1 2021
Shares 275,943 Value ($000) $17,999 Avg Close — Range —