ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,826 Value ($000) $681 Avg Close — Range —
Q3 2025
Shares 4,790 Value ($000) $669 Avg Close — Range —
Q2 2025
Shares 4,339 Value ($000) $573 Avg Close — Range —
Q1 2025
Shares 4,885 Value ($000) $615 Avg Close — Range —
Q4 2024
Shares 4,985 Value ($000) $645 Avg Close — Range —
Q3 2024
Shares 5,075 Value ($000) $671 Avg Close — Range —
Q2 2024
Shares 5,075 Value ($000) $613 Avg Close — Range —
Q1 2024
Shares 5,455 Value ($000) $684 Avg Close — Range —
Q4 2023
Shares 5,667 Value ($000) $646 Avg Close — Range —
Q3 2023
Shares 5,722 Value ($000) $597 Avg Close — Range —
Q2 2023
Shares 5,878 Value ($000) $646 Avg Close — Range —
Q1 2023
Shares 6,481 Value ($000) $688 Avg Close — Range —
Q4 2022
Shares 5,765 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 6,201 Value ($000) $596 Avg Close — Range —
Q2 2022
Shares 6,231 Value ($000) $633 Avg Close — Range —
Q1 2022
Shares 6,644 Value ($000) $795 Avg Close — Range —
Q4 2021
Shares 8,958 Value ($000) $1,096 Avg Close — Range —
Q3 2021
Shares 6,721 Value ($000) $761 Avg Close — Range —
Q2 2021
Shares 6,874 Value ($000) $767 Avg Close — Range —
Q1 2021
Shares 7,508 Value ($000) $821 Avg Close — Range —