ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 405 Value ($000) $19 Avg Close — Range —
Q3 2025
Shares 405 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 427 Value ($000) $20 Avg Close — Range —
Q1 2025
Shares 642 Value ($000) $28 Avg Close — Range —
Q4 2024
Shares 1,192 Value ($000) $52 Avg Close — Range —
Q3 2024
Shares 1,192 Value ($000) $54 Avg Close — Range —
Q2 2024
Shares 1,294 Value ($000) $56 Avg Close — Range —
Q1 2024
Shares 1,464 Value ($000) $63 Avg Close — Range —
Q4 2023
Shares 1,637 Value ($000) $67 Avg Close — Range —
Q3 2023
Shares 4,361 Value ($000) $170 Avg Close — Range —
Q2 2023
Shares 19,847 Value ($000) $802 Avg Close — Range —
Q1 2023
Shares 20,265 Value ($000) $808 Avg Close — Range —
Q4 2022
Shares 20,600 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 21,081 Value ($000) $772 Avg Close — Range —
Q2 2022
Shares 22,167 Value ($000) $864 Avg Close — Range —
Q1 2022
Shares 25,439 Value ($000) $1,093 Avg Close — Range —
Q4 2021
Shares 26,161 Value ($000) $1,190 Avg Close — Range —
Q3 2021
Shares 22,423 Value ($000) $1,011 Avg Close — Range —
Q2 2021
Shares 19,115 Value ($000) $915 Avg Close — Range —
Q1 2021
Shares 17,220 Value ($000) $750 Avg Close — Range —