Spire Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.26M	Sell	51,395 -1,077	-2%	-$113K	0.18%	121
2025 Q4	$5.38M	Sell	52,472 -240	-0.5%	-$24.3K	0.18%	112
2025 Q3	$5.27M	Sell	52,712 -945	-2%	-$92K	0.18%	110
2025 Q2	$5.08M	Sell	53,657 -2,463	-4%	-$222K	0.18%	105
2025 Q1	$5.18M	Sell	56,120 -3,912	-7%	-$367K	0.17%	119
2024 Q4	$5.56M	Sell	60,032 -575	-0.9%	-$55.3K	0.17%	119
2024 Q3	$5.79M	Buy	60,607 +170	+0.3%	+$15.6K	0.2%	108
2024 Q2	$5.33M	Sell	60,437 -37	-0.1%	-$3.26K	0.19%	111
2024 Q1	$5.47M	Sell	60,474 -552	-0.9%	-$47.5K	0.1%	150
2023 Q4	$5.11M	Buy	61,026 +2,698	+5%	+$210K	0.17%	135
2023 Q3	$4.35M	Sell	58,328 -2,779	-5%	-$218K	0.17%	128
2023 Q2	$4.78M	Sell	61,107 -924	-1%	-$69K	0.18%	107
2023 Q1	$4.58M	Buy	62,031 +49,390	+391%	+$3.64M	0.18%	116
2022 Q4	$893K	Buy	12,641 +3,609	+40%	+$251K	0.05%	253
2022 Q3	$565K	Sell	9,032 -37,672	-81%	-$2.6M	0.03%	305
2022 Q2	$3.12M	Sell	46,704 -38,267	-45%	-$2.75M	0.13%	156
2022 Q1	$6.45M	Buy	84,971 +24,693	+41%	+$1.85M	0.17%	135
2021 Q4	$4.6M	Buy	60,278 +4,619	+8%	+$343K	0.1%	183
2021 Q3	$3.94M	Buy	55,659 +909	+2%	+$66K	0.1%	186
2021 Q2	$3.94M	Buy	54,750 +7,999	+17%	+$575K	0.11%	188
2021 Q1	$3.21M	Buy	+46,751	New	+$3.07M	0.09%	210