ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 1,305 Value ($000) $182 Avg Close — Range —
Q3 2025
Shares 1,305 Value ($000) $177 Avg Close — Range —
Q2 2025
Shares 1,305 Value ($000) $165 Avg Close — Range —
Q1 2025
Shares 1,843 Value ($000) $212 Avg Close — Range —
Q4 2024
Shares 1,843 Value ($000) $224 Avg Close — Range —
Q3 2024
Shares 1,843 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 1,843 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 1,993 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 2,007 Value ($000) $204 Avg Close — Range —
Q3 2023
Shares 2,169 Value ($000) $195 Avg Close — Range —
Q2 2023
Shares 2,169 Value ($000) $203 Avg Close — Range —
Q1 2023
Shares 2,169 Value ($000) $190 Avg Close — Range —
Q4 2022
Shares 2,039 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 2,331 Value ($000) $177 Avg Close — Range —
Q2 2022
Shares 4,016 Value ($000) $324 Avg Close — Range —
Q1 2022
Shares 5,979 Value ($000) $579 Avg Close — Range —
Q4 2021
Shares 5,862 Value ($000) $623 Avg Close — Range —
Q3 2021
Shares 5,823 Value ($000) $559 Avg Close — Range —
Q2 2021
Shares 5,823 Value ($000) $556 Avg Close — Range —
Q1 2021
Shares 5,563 Value ($000) $489 Avg Close — Range —