ISHARES TR

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

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 491 Value ($000) $46 Avg Close — Range —
Q3 2025
Shares 491 Value ($000) $47 Avg Close — Range —
Q2 2025
Shares 491 Value ($000) $46 Avg Close — Range —
Q3 2024
Shares 8 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 8 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 8 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 22 Value ($000) $2 Avg Close — Range —