ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

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

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

Q4 2025
Shares 7,112 Value ($000) $285 Avg Close — Range —
Q3 2025
Shares 7,112 Value ($000) $286 Avg Close — Range —
Q2 2025
Shares 7,112 Value ($000) $278 Avg Close — Range —
Q1 2025
Shares 7,112 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 9,774 Value ($000) $365 Avg Close — Range —
Q3 2024
Shares 9,774 Value ($000) $378 Avg Close — Range —
Q2 2024
Shares 9,774 Value ($000) $361 Avg Close — Range —
Q1 2024
Shares 10,844 Value ($000) $399 Avg Close — Range —
Q4 2023
Shares 11,932 Value ($000) $427 Avg Close — Range —
Q3 2023
Shares 15,690 Value ($000) $533 Avg Close — Range —
Q2 2023
Shares 24,528 Value ($000) $864 Avg Close — Range —
Q1 2023
Shares 24,528 Value ($000) $857 Avg Close — Range —
Q4 2022
Shares 9,119 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 71,508 Value ($000) $2,472 Avg Close — Range —
Q1 2022
Shares 54,587 Value ($000) $2,056 Avg Close — Range —
Q4 2021
Shares 54,512 Value ($000) $2,181 Avg Close — Range —
Q3 2021
Shares 54,512 Value ($000) $2,153 Avg Close — Range —
Q2 2021
Shares 59,185 Value ($000) $2,356 Avg Close — Range —
Q1 2021
Shares 65,302 Value ($000) $998 Avg Close — Range —