Spire Wealth Management ISCB — ISHARES TR

Ownership history in Spire Wealth Management  ·  10 quarters on record

AI Ownership Summary

Spire Wealth Management reported ISHARES TR (ISCB) in 10 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows ISCB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ISCB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISCB stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held ISCB — position size vs. price
% of Fund (quarterly)    ISCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 91 — 0% 0.00% $7K 2026-07-15 $74.43
2026 Q1 REDUCED 67.6% +15.7% ❌ 91 -190 -67.6% 0.00% $6K 2026-04-22 $70.35
2025 Q4 ADDED — — — 281 +190 +208.8% 0.00% $18K 2026-01-14 $68.20
2025 Q3 UNCHANGED — — — 91 — 0% 0.00% $6K 2025-10-23 $63.70
2025 Q2 REDUCED 82.3% +9.1% ❌ 91 -424 -82.3% 0.00% $5K 2025-08-04 $58.50
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISCB

As of 2026 Q2 — sorted by position size

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 0.23% Christensen, King & Associates Investment Services, Inc. 0.14% FLAGSTAR SECURITIES, INC 3Y 0.1% Pathway Financial Advisors LLC 3Y 7Y 0.04% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Spire Wealth Management and ISCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning ISCB?

Spire Wealth Management reported ISCB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ISCB position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for ISCB was 0.00% in 2025 Q4.

What is the latest reported ISCB position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 91 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this ISCB ownership page compare?

The chart compares Spire Wealth Management's quarterly ISCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their ISCB position?

Based on 13F filing dates vs. subsequent ISCB price moves, Spire Wealth Management correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on ISCB relative to SPY over the holding period was -1.2%.

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