Spire Wealth Management IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1858740
As of 2026-06-30, Spire Wealth Management reported 125.39K IJH (shares), valued at $9.67M, or 0.29% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 2.77%; reported value increased 11.02%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.29% | 125,390 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 0.30% | 128,960 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 0.31% | 141,943 | SEC filing ↗Filed Jan 14, 2026Combination report |
| Q3 2025 | 0.31% | 138,668 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.33% | 152,841 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.37% | 198,770 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 0.46% | 238,333 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.00% | 474,242 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.01% | 490,050 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 3.52% | 511,429 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 0.92% | 102,010 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 1.08% | 113,849 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.08% | 113,849 | $28.39M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 0.92% | 102,010 | $27.87M | Shares decreased 10.40%; reported value decreased 1.83%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 3.52% | 511,429 | $191.26M | Shares increased 401.35%; reported value increased 586.27%, and weight changed +2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.01% | 490,050 | $28.52M | Shares decreased 4.18%; reported value decreased 85.09%, and weight changed -2.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.00% | 474,242 | $29.55M | Shares decreased 3.23%; reported value increased 3.62%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 0.46% | 238,333 | $14.85M | Shares decreased 49.74%; reported value decreased 49.75%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.37% | 198,770 | $11.60M | Shares decreased 16.60%; reported value decreased 21.90%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.33% | 152,841 | $9.29M | Shares decreased 23.11%; reported value decreased 19.88%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.31% | 138,668 | $9.05M | Shares decreased 9.27%; reported value decreased 2.61%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.31% | 141,943 | $9.37M | Shares increased 2.36%; reported value increased 3.52%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.30% | 128,960 | $8.71M | Shares decreased 9.15%; reported value decreased 7.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 0.29% | 125,390 | $9.67M | Shares decreased 2.77%; reported value increased 11.02%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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