ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 2,473 Value ($000) $448 Avg Close — Range —
Q3 2025
Shares 2,662 Value ($000) $471 Avg Close — Range —
Q2 2025
Shares 2,296 Value ($000) $362 Avg Close — Range —
Q1 2025
Shares 2,774 Value ($000) $419 Avg Close — Range —
Q4 2024
Shares 2,794 Value ($000) $459 Avg Close — Range —
Q3 2024
Shares 2,897 Value ($000) $483 Avg Close — Range —
Q2 2024
Shares 2,705 Value ($000) $412 Avg Close — Range —
Q1 2024
Shares 3,293 Value ($000) $523 Avg Close — Range —
Q4 2023
Shares 3,477 Value ($000) $516 Avg Close — Range —
Q3 2023
Shares 3,477 Value ($000) $471 Avg Close — Range —
Q2 2023
Shares 3,385 Value ($000) $477 Avg Close — Range —
Q1 2023
Shares 4,045 Value ($000) $554 Avg Close — Range —
Q4 2022
Shares 3,527 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,256 Value ($000) $420 Avg Close — Range —
Q2 2022
Shares 4,170 Value ($000) $568 Avg Close — Range —
Q1 2022
Shares 4,381 Value ($000) $707 Avg Close — Range —
Q4 2021
Shares 5,123 Value ($000) $851 Avg Close — Range —
Q3 2021
Shares 4,274 Value ($000) $685 Avg Close — Range —
Q2 2021
Shares 4,239 Value ($000) $703 Avg Close — Range —
Q1 2021
Shares 5,004 Value ($000) $799 Avg Close — Range —