ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

PDS Planning, Inc's Holding History (CIK: 0000838618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,627 Value ($000) $718 Avg Close Range
Q3 2025
Shares 7,596 Value ($000) $723 Avg Close Range
Q2 2025
Shares 7,566 Value ($000) $710 Avg Close Range
Q1 2025
Shares 7,540 Value ($000) $706 Avg Close Range
Q4 2024
Shares 7,525 Value ($000) $668 Avg Close Range
Q3 2024
Shares 7,490 Value ($000) $684 Avg Close Range
Q2 2024
Shares 7,498 Value ($000) $630 Avg Close Range
Q1 2024
Shares 7,490 Value ($000) $626 Avg Close Range
Q4 2023
Shares 7,486 Value ($000) $584 Avg Close Range
Q3 2023
Shares 8,904 Value ($000) $644 Avg Close Range
Q2 2023
Shares 8,952 Value ($000) $665 Avg Close Range
Q1 2023
Shares 8,930 Value ($000) $650 Avg Close Range
Q4 2022
Shares 8,898 Value ($000) $642 Avg Close Range
Q3 2022
Shares 8,828 Value ($000) $584 Avg Close Range
Q2 2022
Shares 8,828 Value ($000) $620 Avg Close Range
Q1 2022
Shares 9,717 Value ($000) $754 Avg Close Range
Q4 2021
Shares 9,185 Value ($000) $743 Avg Close Range
Q3 2021
Shares 9,140 Value ($000) $672 Avg Close Range
Q2 2021
Shares 9,895 Value ($000) $728 Avg Close Range
Q1 2021
Shares 9,839 Value ($000) $681 Avg Close Range
Q4 2020
Shares 9,839 Value ($000) $668 Avg Close Range
Q3 2020
Shares 9,870 Value ($000) $629 Avg Close Range
Q2 2020
Shares 9,830 Value ($000) $596 Avg Close Range
Q1 2020
Shares 9,697 Value ($000) $524 Avg Close Range
Q4 2019
Shares 2,811 Value ($000) $184 Avg Close Range
Q3 2019
Shares 4,279 Value ($000) $274 Avg Close Range
Q2 2019
Shares 4,295 Value ($000) $265 Avg Close Range
Q1 2019
Shares 4,285 Value ($000) $252 Avg Close Range
Q4 2018
Shares 3,930 Value ($000) $206 Avg Close Range
Q2 2018
Shares 3,085 Value ($000) $164 Avg Close Range
Q1 2018
Shares 4,191 Value ($000) $218 Avg Close Range
Q4 2017
Shares 5,694 Value ($000) $301 Avg Close Range