ISHARES TR

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

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 125,786 Value ($000) $11,844 Avg Close — Range —
Q3 2025
Shares 136,791 Value ($000) $13,014 Avg Close — Range —
Q2 2025
Shares 136,092 Value ($000) $12,775 Avg Close — Range —
Q1 2025
Shares 140,246 Value ($000) $13,136 Avg Close — Range —
Q4 2024
Shares 137,207 Value ($000) $12,183 Avg Close — Range —
Q3 2024
Shares 186,276 Value ($000) $17,009 Avg Close — Range —
Q2 2024
Shares 184,757 Value ($000) $15,512 Avg Close — Range —
Q1 2024
Shares 185,496 Value ($000) $15,504 Avg Close — Range —
Q4 2023
Shares 182,692 Value ($000) $14,255 Avg Close — Range —
Q3 2023
Shares 139,700 Value ($000) $10,109 Avg Close — Range —
Q2 2023
Shares 131,209 Value ($000) $9,753 Avg Close — Range —
Q1 2023
Shares 120,817 Value ($000) $8,784 Avg Close — Range —
Q4 2022
Shares 118,273 Value ($000) $8,527 Avg Close — Range —
Q3 2022
Shares 109,237 Value ($000) $7,220 Avg Close — Range —
Q2 2022
Shares 107,774 Value ($000) $7,567 Avg Close — Range —
Q1 2022
Shares 145,657 Value ($000) $11,299 Avg Close — Range —
Q4 2021
Shares 144,128 Value ($000) $11,660 Avg Close — Range —