ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 2,848 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 4,587 Value ($000) $595 Avg Close — Range —
Q2 2025
Shares 4,748 Value ($000) $587 Avg Close — Range —
Q1 2025
Shares 5,031 Value ($000) $602 Avg Close — Range —
Q4 2024
Shares 5,460 Value ($000) $682 Avg Close — Range —
Q3 2024
Shares 5,739 Value ($000) $709 Avg Close — Range —
Q2 2024
Shares 6,109 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 7,186 Value ($000) $850 Avg Close — Range —
Q4 2023
Shares 8,554 Value ($000) $949 Avg Close — Range —
Q3 2023
Shares 9,817 Value ($000) $991 Avg Close — Range —
Q2 2023
Shares 27,489 Value ($000) $2,945 Avg Close — Range —
Q1 2023
Shares 23,104 Value ($000) $2,374 Avg Close — Range —
Q4 2022
Shares 9,038 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 8,873 Value ($000) $799 Avg Close — Range —
Q2 2022
Shares 24,131 Value ($000) $2,278 Avg Close — Range —
Q1 2022
Shares 23,750 Value ($000) $2,604 Avg Close — Range —
Q4 2021
Shares 24,329 Value ($000) $2,693 Avg Close — Range —
Q3 2021
Shares 111 Value ($000) $11 Avg Close — Range —
Q2 2021
Shares 111 Value ($000) $12 Avg Close — Range —
Q1 2021
Shares 214 Value ($000) $22 Avg Close — Range —