ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 1,070 Value ($000) $414 Avg Close — Range —
Q3 2025
Shares 1,070 Value ($000) $405 Avg Close — Range —
Q2 2025
Shares 1,070 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 1,385 Value ($000) $440 Avg Close — Range —
Q4 2024
Shares 1,265 Value ($000) $423 Avg Close — Range —
Q3 2024
Shares 1,569 Value ($000) $513 Avg Close — Range —
Q2 2024
Shares 1,807 Value ($000) $558 Avg Close — Range —
Q1 2024
Shares 1,814 Value ($000) $544 Avg Close — Range —
Q4 2023
Shares 1,813 Value ($000) $501 Avg Close — Range —
Q3 2023
Shares 1,954 Value ($000) $479 Avg Close — Range —
Q2 2023
Shares 1,954 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 2,039 Value ($000) $480 Avg Close — Range —
Q4 2022
Shares 1,773 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 2,098 Value ($000) $434 Avg Close — Range —
Q2 2022
Shares 2,996 Value ($000) $651 Avg Close — Range —
Q1 2022
Shares 1,135 Value ($000) $298 Avg Close — Range —
Q4 2021
Shares 1,055 Value ($000) $293 Avg Close — Range —
Q3 2021
Shares 1,191 Value ($000) $304 Avg Close — Range —
Q2 2021
Shares 1,112 Value ($000) $285 Avg Close — Range —
Q1 2021
Shares 1,111 Value ($000) $259 Avg Close — Range —