ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 11,376 Value ($000) $2,442 Avg Close Range
Q3 2025
Shares 15,298 Value ($000) $3,201 Avg Close Range
Q2 2025
Shares 18,383 Value ($000) $3,468 Avg Close Range
Q1 2025
Shares 19,937 Value ($000) $3,052 Avg Close Range
Q4 2024
Shares 20,855 Value ($000) $3,031 Avg Close Range
Q3 2024
Shares 18,998 Value ($000) $2,843 Avg Close Range
Q2 2024
Shares 17,883 Value ($000) $2,362 Avg Close Range
Q1 2024
Shares 16,691 Value ($000) $2,202 Avg Close Range
Q4 2023
Shares 10,410 Value ($000) $1,267 Avg Close Range
Q3 2023
Shares 9,432 Value ($000) $1,000 Avg Close Range
Q2 2023
Shares 17,425 Value ($000) $2,033 Avg Close Range
Q1 2023
Shares 16,897 Value ($000) $1,945 Avg Close Range
Q4 2022
Shares 4,834 Value ($000) $1 Avg Close Range
Q3 2022
Shares 4,166 Value ($000) $380 Avg Close Range
Q2 2022
Shares 4,902 Value ($000) $486 Avg Close Range
Q1 2022
Shares 4,910 Value ($000) $544 Avg Close Range
Q4 2021
Shares 4,501 Value ($000) $463 Avg Close Range
Q3 2021
Shares 4,438 Value ($000) $463 Avg Close Range
Q2 2021
Shares 5,019 Value ($000) $550 Avg Close Range
Q1 2021
Shares 5,820 Value ($000) $606 Avg Close Range