Spire Wealth Management’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-500	Closed	-$16.8K	–	2415
2025 Q2	$16.8K	Hold	500	–	–	﹤0.01%	1574
2025 Q1	$15.8K	Hold	500	–	–	﹤0.01%	1691
2024 Q4	$14.9K	Hold	500	–	–	﹤0.01%	1719
2024 Q3	$14.9K	Hold	500	–	–	﹤0.01%	1526
2024 Q2	$14.4K	Hold	500	–	–	﹤0.01%	1536
2024 Q1	$13.2K	Hold	500	–	–	﹤0.01%	1631
2023 Q4	$11.9K	Hold	500	–	–	﹤0.01%	1702
2023 Q3	$11.6K	Hold	500	–	–	﹤0.01%	1687
2023 Q2	$11.5K	Hold	500	–	–	﹤0.01%	1766
2023 Q1	$10.8K	Sell	500 -500	-50%	-$10.4K	﹤0.01%	1819
2022 Q4	$22K	Buy	+1,000	New	+$22.3K	﹤0.01%	1331
2022 Q3	–	Sell	-100	Closed	-$2K	–	2375
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	2358
2022 Q1	$2K	Sell	100 -885	-90%	-$17.7K	﹤0.01%	2396
2021 Q4	$19K	Buy	985 +585	+146%	+$11.6K	﹤0.01%	2134
2021 Q3	$8K	Sell	400 -3,400	-89%	-$63.7K	﹤0.01%	2155
2021 Q2	$65K	Sell	3,800 -6,302	-62%	-$105K	﹤0.01%	1374
2021 Q1	$164K	Buy	+10,102	New	+$165K	﹤0.01%	1158

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Spire Wealth Management's IBN Position: Q3 2025 in Review

Spire Wealth Management sold out of ICICI Bank (IBN) in Q3 2025, closing a stake of 500 shares — an estimated $16.8K sold.

Spire Wealth Management first reported a position in IBN in Q1 2021 and held it in 17 quarters. The position peaked at $164K in Q1 2021. 551 funds tracked by Wall St. Rank hold IBN as of Q3 2025.

Spire Wealth Management reported no remaining ICICI Bank position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 500 ICICI Bank shares in Q3 2025, an estimated $16.8K.
Spire Wealth Management first reported a position in ICICI Bank in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's ICICI Bank position peaked at $164K in Q1 2021.
551 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.