ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 141,683 Value ($000) $23,794 Avg Close — Range —
Q3 2025
Shares 144,879 Value ($000) $23,838 Avg Close — Range —
Q2 2025
Shares 154,672 Value ($000) $22,285 Avg Close — Range —
Q1 2025
Shares 190,314 Value ($000) $24,185 Avg Close — Range —
Q4 2024
Shares 207,999 Value ($000) $28,985 Avg Close — Range —
Q3 2024
Shares 136,708 Value ($000) $18,033 Avg Close — Range —
Q2 2024
Shares 144,319 Value ($000) $18,281 Avg Close — Range —
Q1 2024
Shares 152,932 Value ($000) $125,533 Avg Close — Range —
Q4 2023
Shares 155,245 Value ($000) $16,655 Avg Close — Range —
Q3 2023
Shares 146,859 Value ($000) $13,927 Avg Close — Range —
Q2 2023
Shares 146,474 Value ($000) $14,302 Avg Close — Range —
Q1 2023
Shares 140,171 Value ($000) $12,443 Avg Close — Range —
Q4 2022
Shares 104,676 Value ($000) $9 Avg Close — Range —
Q3 2022
Shares 102,909 Value ($000) $8,251 Avg Close — Range —
Q2 2022
Shares 136,270 Value ($000) $11,406 Avg Close — Range —
Q1 2022
Shares 149,711 Value ($000) $15,841 Avg Close — Range —
Q4 2021
Shares 147,775 Value ($000) $17,101 Avg Close — Range —
Q3 2021
Shares 149,759 Value ($000) $15,337 Avg Close — Range —
Q2 2021
Shares 129,681 Value ($000) $13,203 Avg Close — Range —
Q1 2021
Shares 129,115 Value ($000) $11,375 Avg Close — Range —