Ishares Tr shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 365 | 51.52 |
| 2025-06-30 | $17k | 365 | 47.69 |
| 2025-03-31 | $16k | 365 | 42.78 |
| 2024-12-31 | $17k | 365 | 45.30 |
| 2024-09-30 | $16k | 365 | 44.22 |
| 2024-06-30 | $14k | 340 | 42.05 |
| 2024-03-31 | $14k | 340 | 40.29 |
| 2023-12-31 | $11k | 288 | 37.08 |
| 2023-09-30 | $9.3k | 288 | 32.43 |
| 2023-06-30 | $9.7k | 288 | 33.82 |
| 2023-03-31 | $8.9k | 288 | 30.90 |