ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 124,779 Value ($000) $26,462 Avg Close — Range —
Q3 2025
Shares 120,927 Value ($000) $24,973 Avg Close — Range —
Q2 2025
Shares 128,043 Value ($000) $24,206 Avg Close — Range —
Q1 2025
Shares 161,329 Value ($000) $30,746 Avg Close — Range —
Q4 2024
Shares 162,706 Value ($000) $31,057 Avg Close — Range —
Q3 2024
Shares 158,196 Value ($000) $31,192 Avg Close — Range —
Q2 2024
Shares 158,840 Value ($000) $28,786 Avg Close — Range —
Q1 2024
Shares 157,704 Value ($000) $157,298 Avg Close — Range —
Q4 2023
Shares 144,858 Value ($000) $25,042 Avg Close — Range —
Q3 2023
Shares 150,128 Value ($000) $23,096 Avg Close — Range —
Q2 2023
Shares 148,843 Value ($000) $23,992 Avg Close — Range —
Q1 2023
Shares 143,518 Value ($000) $21,780 Avg Close — Range —
Q4 2022
Shares 111,232 Value ($000) $16 Avg Close — Range —
Q3 2022
Shares 112,863 Value ($000) $14,505 Avg Close — Range —
Q2 2022
Shares 150,701 Value ($000) $20,715 Avg Close — Range —
Q1 2022
Shares 214,276 Value ($000) $33,397 Avg Close — Range —
Q4 2021
Shares 208,514 Value ($000) $32,686 Avg Close — Range —
Q3 2021
Shares 204,840 Value ($000) $29,788 Avg Close — Range —
Q2 2021
Shares 202,963 Value ($000) $30,198 Avg Close — Range —
Q1 2021
Shares 188,704 Value ($000) $26,685 Avg Close — Range —