ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 141,943 Value ($000) $9,368 Avg Close — Range —
Q3 2025
Shares 138,668 Value ($000) $9,049 Avg Close — Range —
Q2 2025
Shares 152,841 Value ($000) $9,292 Avg Close — Range —
Q1 2025
Shares 198,770 Value ($000) $11,598 Avg Close — Range —
Q4 2024
Shares 238,333 Value ($000) $14,851 Avg Close — Range —
Q3 2024
Shares 474,242 Value ($000) $29,555 Avg Close — Range —
Q2 2024
Shares 490,050 Value ($000) $28,523 Avg Close — Range —
Q1 2024
Shares 511,429 Value ($000) $191,258 Avg Close — Range —
Q4 2023
Shares 102,010 Value ($000) $27,869 Avg Close — Range —
Q3 2023
Shares 113,849 Value ($000) $28,388 Avg Close — Range —
Q2 2023
Shares 104,084 Value ($000) $27,216 Avg Close — Range —
Q1 2023
Shares 98,016 Value ($000) $24,520 Avg Close — Range —
Q4 2022
Shares 65,864 Value ($000) $16 Avg Close — Range —
Q3 2022
Shares 76,069 Value ($000) $16,566 Avg Close — Range —
Q2 2022
Shares 108,415 Value ($000) $24,527 Avg Close — Range —
Q1 2022
Shares 177,754 Value ($000) $47,750 Avg Close — Range —
Q4 2021
Shares 171,335 Value ($000) $48,534 Avg Close — Range —
Q3 2021
Shares 169,685 Value ($000) $44,497 Avg Close — Range —
Q2 2021
Shares 160,076 Value ($000) $43,297 Avg Close — Range —
Q1 2021
Shares 130,319 Value ($000) $33,837 Avg Close — Range —