ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 19,546 Value ($000) $2,520 Avg Close Range
Q3 2025
Shares 18,484 Value ($000) $2,341 Avg Close Range
Q2 2025
Shares 17,405 Value ($000) $2,106 Avg Close Range
Q1 2025
Shares 16,720 Value ($000) $1,887 Avg Close Range
Q4 2024
Shares 15,259 Value ($000) $1,687 Avg Close Range
Q3 2024
Shares 851 Value ($000) $88 Avg Close Range
Q2 2024
Shares 565 Value ($000) $53 Avg Close Range
Q1 2024
Shares 546 Value ($000) $52 Avg Close Range
Q4 2023
Shares 719 Value ($000) $62 Avg Close Range
Q3 2023
Shares 778 Value ($000) $58 Avg Close Range
Q2 2023
Shares 1,276 Value ($000) $95 Avg Close Range
Q1 2023
Shares 2,032 Value ($000) $145 Avg Close Range
Q4 2022
Shares 262 Value ($000) $0 Avg Close Range
Q3 2022
Shares 4,536 Value ($000) $306 Avg Close Range
Q2 2022
Shares 6,003 Value ($000) $420 Avg Close Range
Q1 2022
Shares 1,515 Value ($000) $128 Avg Close Range
Q4 2021
Shares 14,526 Value ($000) $1,259 Avg Close Range
Q3 2021
Shares 1,839 Value ($000) $152 Avg Close Range
Q2 2021
Shares 1,880 Value ($000) $152 Avg Close Range
Q1 2021
Shares 26,031 Value ($000) $1,949 Avg Close Range