IVE — ISHARES TR

Ownership history in Spire Wealth Management  ·  19 quarters on record

This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.86% (2024 Q1)
Avg. % of fund
0.99%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 124,779 +3,852 +3.2% 0.89% $26.5M $211.29
2025 Q3 REDUCED 120,927 -7,116 -5.6% 0.85% $25.0M $204.79
2025 Q2 REDUCED 128,043 -33,286 -20.6% 0.87% $24.2M $192.97
2025 Q1 REDUCED 161,329 -1,377 -0.8% 0.98% $30.7M $187.40
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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