ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 14,354 Value ($000) $1,849 Avg Close — Range —
Q3 2025
Shares 14,580 Value ($000) $1,836 Avg Close — Range —
Q2 2025
Shares 14,376 Value ($000) $1,670 Avg Close — Range —
Q1 2025
Shares 15,924 Value ($000) $1,631 Avg Close — Range —
Q4 2024
Shares 17,138 Value ($000) $1,890 Avg Close — Range —
Q3 2024
Shares 17,661 Value ($000) $1,921 Avg Close — Range —
Q2 2024
Shares 15,805 Value ($000) $1,641 Avg Close — Range —
Q1 2024
Shares 19,268 Value ($000) $1,942 Avg Close — Range —
Q4 2023
Shares 19,726 Value ($000) $1,833 Avg Close — Range —
Q3 2023
Shares 22,584 Value ($000) $1,839 Avg Close — Range —
Q2 2023
Shares 22,577 Value ($000) $1,900 Avg Close — Range —
Q1 2023
Shares 21,342 Value ($000) $1,664 Avg Close — Range —
Q4 2022
Shares 2,076 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,579 Value ($000) $106 Avg Close — Range —
Q2 2022
Shares 20,680 Value ($000) $1,487 Avg Close — Range —
Q1 2022
Shares 42,762 Value ($000) $3,704 Avg Close — Range —
Q4 2021
Shares 42,387 Value ($000) $3,939 Avg Close — Range —
Q3 2021
Shares 41,245 Value ($000) $3,442 Avg Close — Range —
Q2 2021
Shares 39,054 Value ($000) $3,235 Avg Close — Range —
Q1 2021
Shares 37,481 Value ($000) $2,862 Avg Close — Range —