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Spire Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Spire Wealth Management’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Hold
15
– – ﹤0.01% 2129
2026
Q1 		$899 Buy
+15
New +$980 ﹤0.01% 2165
2025
Q3 		– Sell
-1,500
Closed -$116K – 2475
2025
Q2 		$116K Hold
1,500
– – ﹤0.01% 925
2025
Q1 		$102K Sell
1,500
-100
-6% -$6.82K ﹤0.01% 1030
2024
Q4 		$122K Sell
1,600
-161
-9% -$13.2K ﹤0.01% 969
2024
Q3 		$151K Buy
1,761
+260
+17% +$21.7K 0.01% 803
2024
Q2 		$121K Sell
1,501
-500
-25% -$37.8K ﹤0.01% 844
2024
Q1 		$141K Hold
2,001
– – ﹤0.01% 889
2023
Q4 		$14.5K Buy
2,001
+1
+0.1% +$65 ﹤0.01% 1635
2023
Q3 		$126K Hold
2,000
– – ﹤0.01% 858
2023
Q2 		$116K Hold
2,000
– – ﹤0.01% 926
2023
Q1 		$99.5K Hold
2,000
– – ﹤0.01% 971
2022
Q4 		$104K Sell
2,000
-33
-2% -$1.75K 0.01% 728
2022
Q3 		$107K Buy
2,033
+1,605
+375% +$85.4K 0.01% 692
2022
Q2 		$21K Sell
428
-711
-62% -$37.7K ﹤0.01% 1656
2022
Q1 		$64K Sell
1,139
-138
-11% -$7.93K ﹤0.01% 1349
2021
Q4 		$77K Buy
1,277
+12
+0.9% +$729 ﹤0.01% 1525
2021
Q3 		$76K Sell
1,265
-3,538
-74% -$203K ﹤0.01% 1305
2021
Q2 		$207K Sell
4,803
-1,867
-28% -$95.1K 0.01% 935
2021
Q1 		$329K Buy
+6,670
New +$312K 0.01% 817

Other funds holding SMIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Spire Wealth Management held its iShares MSCI India Small-Cap ETF (SMIN) position steady in Q2 2026 at 15 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Spire Wealth Management first reported a position in SMIN in Q1 2021 and has held it in 20 quarters since. The position peaked at $329K in Q1 2021. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Spire Wealth Management held 15 shares of iShares MSCI India Small-Cap ETF worth $1.06K as of Q2 2026.
  • Spire Wealth Management left its iShares MSCI India Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI India Small-Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2129 holding.
  • Spire Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $329K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

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