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Ishares Tr shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6k 39 41.82
2024-06-30 $1.5k 39 37.87
2024-03-31 $1.5k 39 39.18
2023-12-31 $1.1k 30 36.87
2023-09-30 $992 30 33.07
2023-06-30 $1.1k 30 35.03
2023-03-31 $1.0k 30 33.90