Spire Wealth Management’s iShares Factors US Value Style ETF STLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-800	Closed	-$21K	–	2694
2022 Q2	$21K	Buy	+800	New	+$22.3K	﹤0.01%	1663

Other funds holding STLV

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's STLV Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares Factors US Value Style ETF (STLV) in Q3 2022, closing a stake of 800 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in STLV in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 6 funds tracked by Wall St. Rank hold STLV as of Q3 2022.

Spire Wealth Management reported no remaining iShares Factors US Value Style ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 800 iShares Factors US Value Style ETF shares in Q3 2022, an estimated $21K.
Spire Wealth Management first reported a position in iShares Factors US Value Style ETF in Q2 2022 and held it in 1 quarter.
Spire Wealth Management's iShares Factors US Value Style ETF position peaked at $21K in Q2 2022.
6 funds tracked by Wall St. Rank held iShares Factors US Value Style ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.