ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q4 2025
Shares 5,932 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 5,907 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 5,416 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 5,480 Value ($000) $270 Avg Close — Range —
Q4 2024
Shares 5,526 Value ($000) $252 Avg Close — Range —
Q3 2024
Shares 5,564 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 5,740 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 7,391 Value ($000) $365 Avg Close — Range —
Q4 2023
Shares 7,622 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 7,742 Value ($000) $367 Avg Close — Range —
Q2 2023
Shares 12,702 Value ($000) $544 Avg Close — Range —
Q1 2023
Shares 14,098 Value ($000) $617 Avg Close — Range —
Q4 2022
Shares 50,809 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 47,036 Value ($000) $1,849 Avg Close — Range —
Q2 2022
Shares 114,392 Value ($000) $4,361 Avg Close — Range —
Q1 2022
Shares 228,893 Value ($000) $9,554 Avg Close — Range —
Q4 2021
Shares 236,655 Value ($000) $7,123 Avg Close — Range —
Q3 2021
Shares 231,237 Value ($000) $6,561 Avg Close — Range —
Q2 2021
Shares 226,385 Value ($000) $6,586 Avg Close — Range —
Q1 2021
Shares 7,478 Value ($000) $196 Avg Close — Range —