ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 11,546 Value ($000) $3,477 Avg Close — Range —
Q3 2025
Shares 9,198 Value ($000) $2,494 Avg Close — Range —
Q2 2025
Shares 9,968 Value ($000) $2,379 Avg Close — Range —
Q1 2025
Shares 14,665 Value ($000) $2,759 Avg Close — Range —
Q4 2024
Shares 16,032 Value ($000) $3,455 Avg Close — Range —
Q3 2024
Shares 21,591 Value ($000) $4,979 Avg Close — Range —
Q2 2024
Shares 29,488 Value ($000) $7,273 Avg Close — Range —
Q1 2024
Shares 25,995 Value ($000) $5,873 Avg Close — Range —
Q4 2023
Shares 7,470 Value ($000) $4,491 Avg Close — Range —
Q3 2023
Shares 6,549 Value ($000) $3,102 Avg Close — Range —
Q2 2023
Shares 8,523 Value ($000) $4,323 Avg Close — Range —
Q1 2023
Shares 6,808 Value ($000) $3,027 Avg Close — Range —
Q4 2022
Shares 473 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 598 Value ($000) $191 Avg Close — Range —
Q2 2022
Shares 1,133 Value ($000) $396 Avg Close — Range —
Q1 2022
Shares 21,940 Value ($000) $10,391 Avg Close — Range —
Q4 2021
Shares 27,981 Value ($000) $15,242 Avg Close — Range —
Q3 2021
Shares 26,413 Value ($000) $11,777 Avg Close — Range —
Q2 2021
Shares 24,983 Value ($000) $11,384 Avg Close — Range —
Q1 2021
Shares 24,570 Value ($000) $10,404 Avg Close — Range —