ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 1,691 Value ($000) $110 Avg Close — Range —
Q3 2025
Shares 1,691 Value ($000) $109 Avg Close — Range —
Q2 2025
Shares 1,691 Value ($000) $104 Avg Close — Range —
Q1 2025
Shares 1,691 Value ($000) $97 Avg Close — Range —
Q4 2024
Shares 1,691 Value ($000) $97 Avg Close — Range —
Q3 2024
Shares 1,691 Value ($000) $100 Avg Close — Range —
Q2 2024
Shares 1,691 Value ($000) $95 Avg Close — Range —
Q1 2024
Shares 1,691 Value ($000) $94 Avg Close — Range —
Q4 2023
Shares 1,691 Value ($000) $89 Avg Close — Range —
Q3 2023
Shares 1,691 Value ($000) $84 Avg Close — Range —
Q2 2023
Shares 2,166 Value ($000) $111 Avg Close — Range —
Q1 2023
Shares 1,894 Value ($000) $95 Avg Close — Range —
Q4 2022
Shares 671 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,371 Value ($000) $61 Avg Close — Range —
Q2 2022
Shares 1,802 Value ($000) $86 Avg Close — Range —
Q1 2022
Shares 1,801 Value ($000) $97 Avg Close — Range —
Q4 2021
Shares 2,839 Value ($000) $162 Avg Close — Range —
Q3 2021
Shares 999 Value ($000) $55 Avg Close — Range —
Q2 2021
Shares 999 Value ($000) $56 Avg Close — Range —