Spire Wealth Management’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-102	Closed	-$2.85K	–	2353
2023 Q4	$2.85K	Hold	102	–	–	﹤0.01%	2075
2023 Q3	$2.38K	Hold	102	–	–	﹤0.01%	2101
2023 Q2	$2.48K	Buy	102 +1	+1%	+$23	﹤0.01%	2163
2023 Q1	$2.4K	Hold	101	–	–	﹤0.01%	2226
2022 Q4	$2K	Hold	101	–	–	﹤0.01%	2055
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	1955
2022 Q2	$2K	Buy	+101	New	+$2.31K	﹤0.01%	2360

Other funds holding IDAT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's IDAT Position: Q1 2024 in Review

Spire Wealth Management sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q1 2024, closing a stake of 102 shares — an estimated $2.85K sold.

Spire Wealth Management first reported a position in IDAT in Q2 2022 and held it in 7 quarters. The position peaked at $2.85K in Q4 2023. 9 funds tracked by Wall St. Rank hold IDAT as of Q1 2024.

Spire Wealth Management reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 102 iShares Future Cloud 5G and Tech ETF shares in Q1 2024, an estimated $2.85K.
Spire Wealth Management first reported a position in iShares Future Cloud 5G and Tech ETF in Q2 2022 and held it in 7 quarters.
Spire Wealth Management's iShares Future Cloud 5G and Tech ETF position peaked at $2.85K in Q4 2023.
9 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.