ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 22,677 Value ($000) $4,770 Avg Close — Range —
Q3 2025
Shares 21,537 Value ($000) $4,385 Avg Close — Range —
Q2 2025
Shares 21,390 Value ($000) $4,155 Avg Close — Range —
Q1 2025
Shares 22,235 Value ($000) $4,184 Avg Close — Range —
Q4 2024
Shares 21,681 Value ($000) $4,014 Avg Close — Range —
Q3 2024
Shares 21,990 Value ($000) $4,174 Avg Close — Range —
Q2 2024
Shares 22,559 Value ($000) $3,936 Avg Close — Range —
Q1 2024
Shares 23,704 Value ($000) $4,246 Avg Close — Range —
Q4 2023
Shares 24,288 Value ($000) $3,978 Avg Close — Range —
Q3 2023
Shares 23,742 Value ($000) $3,604 Avg Close — Range —
Q2 2023
Shares 23,849 Value ($000) $3,764 Avg Close — Range —
Q1 2023
Shares 23,348 Value ($000) $3,555 Avg Close — Range —
Q4 2022
Shares 20,050 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 19,714 Value ($000) $2,681 Avg Close — Range —
Q2 2022
Shares 22,883 Value ($000) $3,317 Avg Close — Range —
Q1 2022
Shares 23,645 Value ($000) $3,925 Avg Close — Range —
Q4 2021
Shares 24,356 Value ($000) $4,090 Avg Close — Range —
Q3 2021
Shares 22,272 Value ($000) $3,477 Avg Close — Range —
Q2 2021
Shares 21,276 Value ($000) $3,375 Avg Close — Range —
Q1 2021
Shares 23,321 Value ($000) $3,536 Avg Close — Range —