ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 20,859 Value ($000) $7,790 Avg Close — Range —
Q3 2025
Shares 20,805 Value ($000) $7,604 Avg Close — Range —
Q2 2025
Shares 20,953 Value ($000) $7,115 Avg Close — Range —
Q1 2025
Shares 29,317 Value ($000) $8,993 Avg Close — Range —
Q4 2024
Shares 35,693 Value ($000) $11,499 Avg Close — Range —
Q3 2024
Shares 30,159 Value ($000) $9,482 Avg Close — Range —
Q2 2024
Shares 30,657 Value ($000) $9,122 Avg Close — Range —
Q1 2024
Shares 32,336 Value ($000) $9,314 Avg Close — Range —
Q4 2023
Shares 38,351 Value ($000) $10,182 Avg Close — Range —
Q3 2023
Shares 29,531 Value ($000) $6,937 Avg Close — Range —
Q2 2023
Shares 29,628 Value ($000) $7,222 Avg Close — Range —
Q1 2023
Shares 31,897 Value ($000) $7,184 Avg Close — Range —
Q4 2022
Shares 48,679 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 15,192 Value ($000) $2,998 Avg Close — Range —
Q2 2022
Shares 17,479 Value ($000) $3,632 Avg Close — Range —
Q1 2022
Shares 18,729 Value ($000) $4,684 Avg Close — Range —
Q4 2021
Shares 19,059 Value ($000) $5,040 Avg Close — Range —
Q3 2021
Shares 17,205 Value ($000) $4,159 Avg Close — Range —
Q2 2021
Shares 17,226 Value ($000) $4,170 Avg Close — Range —
Q1 2021
Shares 17,005 Value ($000) $3,806 Avg Close — Range —