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.
| 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 |
| 2024 Q4 | ADDED | 162,706 | +4,510 | +2.9% | 0.96% | $31.1M | $186.96 |
| 2024 Q3 | REDUCED | 158,196 | -644 | -0.4% | 1.05% | $31.2M | $192.07 |
| 2024 Q2 | ADDED | 158,840 | +1,136 | +0.7% | 1.02% | $28.8M | $176.28 |
| 2024 Q1 | ADDED | 157,704 | +12,846 | +8.9% | 2.86% | $157.3M | $180.10 |
| 2023 Q4 | REDUCED | 144,858 | -5,270 | -3.5% | 0.83% | $25.0M | $166.88 |
| 2023 Q3 | ADDED | 150,128 | +1,285 | +0.9% | 0.88% | $23.1M | $146.96 |
As of 2025 Q4 — sorted by position size