Spire Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Spire Wealth Management’s Portfolio EXI Stock Details EXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.1K	Hold	300	–	–	﹤0.01%	1128
2026 Q1	$54.3K	Hold	300	–	–	﹤0.01%	1145
2025 Q4	$52.6K	Hold	300	–	–	﹤0.01%	1163
2025 Q3	$51.8K	Hold	300	–	–	﹤0.01%	1220
2025 Q2	$49.6K	Hold	300	–	–	﹤0.01%	1195
2025 Q1	$43.6K	Hold	300	–	–	﹤0.01%	1330
2024 Q4	$42.4K	Hold	300	–	–	﹤0.01%	1342
2024 Q3	$44.6K	Hold	300	–	–	﹤0.01%	1162
2024 Q2	$40.5K	Hold	300	–	–	﹤0.01%	1188
2024 Q1	$41.9K	Hold	300	–	–	﹤0.01%	1278
2023 Q4	$37.8K	Hold	300	–	–	﹤0.01%	1296
2023 Q3	$33.9K	Hold	300	–	–	﹤0.01%	1311
2023 Q2	$36.1K	Hold	300	–	–	﹤0.01%	1346
2023 Q1	$34.4K	Hold	300	–	–	﹤0.01%	1376
2022 Q4	$32K	Hold	300	–	–	﹤0.01%	1168
2022 Q3	$27K	Hold	300	–	–	﹤0.01%	1205
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	1516
2022 Q1	$35K	Hold	300	–	–	﹤0.01%	1585
2021 Q4	$37K	Hold	300	–	–	﹤0.01%	1854
2021 Q3	$35K	Hold	300	–	–	﹤0.01%	1622
2021 Q2	$36K	Hold	300	–	–	﹤0.01%	1625
2021 Q1	$35K	Buy	+300	New	+$33.1K	﹤0.01%	1900

Other funds holding EXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Spire Wealth Management's EXI Position: Q2 2026 in Review

Spire Wealth Management held its iShares Global Industrials ETF (EXI) position steady in Q2 2026 at 300 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Spire Wealth Management first reported a position in EXI in Q1 2021 and has held it in 22 quarters since. 10 funds tracked by Wall St. Rank hold EXI as of Q2 2026.

Spire Wealth Management held 300 shares of iShares Global Industrials ETF worth $60.1K as of Q2 2026.
Spire Wealth Management left its iShares Global Industrials ETF share count unchanged in Q2 2026.
iShares Global Industrials ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1128 holding.
Spire Wealth Management first reported a position in iShares Global Industrials ETF in Q1 2021 and has held it in 22 quarters since.
10 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.