ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q4 2025
Shares 2,625 Value ($000) $357 Avg Close — Range —
Q3 2025
Shares 2,717 Value ($000) $364 Avg Close — Range —
Q2 2025
Shares 2,330 Value ($000) $313 Avg Close — Range —
Q1 2025
Shares 2,076 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 1,735 Value ($000) $219 Avg Close — Range —
Q3 2024
Shares 1,487 Value ($000) $192 Avg Close — Range —
Q2 2024
Shares 1,483 Value ($000) $167 Avg Close — Range —
Q1 2024
Shares 3,318 Value ($000) $389 Avg Close — Range —
Q4 2023
Shares 3,307 Value ($000) $347 Avg Close — Range —
Q3 2023
Shares 3,399 Value ($000) $312 Avg Close — Range —
Q1 2022
Shares 125 Value ($000) $11 Avg Close — Range —