ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 19,884 Value ($000) $4,895 Avg Close — Range —
Q3 2025
Shares 20,153 Value ($000) $4,876 Avg Close — Range —
Q2 2025
Shares 19,987 Value ($000) $4,313 Avg Close — Range —
Q1 2025
Shares 31,019 Value ($000) $6,188 Avg Close — Range —
Q4 2024
Shares 27,590 Value ($000) $6,096 Avg Close — Range —
Q3 2024
Shares 27,307 Value ($000) $6,032 Avg Close — Range —
Q2 2024
Shares 22,945 Value ($000) $4,655 Avg Close — Range —
Q1 2024
Shares 22,930 Value ($000) $4,822 Avg Close — Range —
Q4 2023
Shares 19,476 Value ($000) $3,748 Avg Close — Range —
Q3 2023
Shares 19,153 Value ($000) $3,385 Avg Close — Range —
Q2 2023
Shares 16,353 Value ($000) $3,063 Avg Close — Range —
Q1 2023
Shares 17,036 Value ($000) $3,039 Avg Close — Range —
Q4 2022
Shares 15,314 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 11,378 Value ($000) $1,876 Avg Close — Range —
Q2 2022
Shares 21,159 Value ($000) $3,584 Avg Close — Range —
Q1 2022
Shares 24,651 Value ($000) $5,060 Avg Close — Range —
Q4 2021
Shares 24,610 Value ($000) $5,475 Avg Close — Range —
Q3 2021
Shares 23,487 Value ($000) $5,227 Avg Close — Range —
Q2 2021
Shares 21,970 Value ($000) $5,039 Avg Close — Range —
Q1 2021
Shares 20,808 Value ($000) $4,001 Avg Close — Range —