ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 396 Value ($000) $54 Avg Close — Range —
Q3 2025
Shares 396 Value ($000) $49 Avg Close — Range —
Q2 2025
Shares 396 Value ($000) $45 Avg Close — Range —
Q1 2025
Shares 3,509 Value ($000) $374 Avg Close — Range —
Q4 2024
Shares 3,290 Value ($000) $348 Avg Close — Range —
Q3 2024
Shares 2,769 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 2,770 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 2,325 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 2,148 Value ($000) $214 Avg Close — Range —
Q3 2023
Shares 2,222 Value ($000) $202 Avg Close — Range —
Q2 2023
Shares 2,245 Value ($000) $211 Avg Close — Range —
Q1 2023
Shares 2,340 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 3,630 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,659 Value ($000) $299 Avg Close — Range —
Q2 2022
Shares 14,543 Value ($000) $1,316 Avg Close — Range —
Q1 2022
Shares 28,906 Value ($000) $3,039 Avg Close — Range —
Q4 2021
Shares 36,547 Value ($000) $4,001 Avg Close — Range —
Q3 2021
Shares 41,357 Value ($000) $4,166 Avg Close — Range —
Q2 2021
Shares 40,886 Value ($000) $4,296 Avg Close — Range —
Q1 2021
Shares 39,504 Value ($000) $4,076 Avg Close — Range —