ISHARES TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 85,978 Value ($000) $8,096 Avg Close Range
Q3 2025
Shares 21,175 Value ($000) $2,015 Avg Close Range
Q2 2025
Shares 21,084 Value ($000) $1,979 Avg Close Range
Q1 2025
Shares 20,466 Value ($000) $1,917 Avg Close Range
Q4 2024
Shares 20,633 Value ($000) $1,832 Avg Close Range
Q3 2024
Shares 21,545 Value ($000) $1,967 Avg Close Range
Q2 2024
Shares 21,437 Value ($000) $1,800 Avg Close Range
Q1 2024
Shares 21,790 Value ($000) $1,821 Avg Close Range
Q4 2023
Shares 22,116 Value ($000) $1,726 Avg Close Range
Q3 2023
Shares 21,349 Value ($000) $1,545 Avg Close Range
Q2 2023
Shares 21,642 Value ($000) $1,609 Avg Close Range
Q1 2023
Shares 20,437 Value ($000) $1,487 Avg Close Range
Q4 2022
Shares 20,005 Value ($000) $1,442 Avg Close Range
Q3 2022
Shares 21,010 Value ($000) $1,389 Avg Close Range
Q2 2022
Shares 18,596 Value ($000) $1,306 Avg Close Range
Q1 2022
Shares 6,078 Value ($000) $471 Avg Close Range
Q4 2021
Shares 6,936 Value ($000) $561 Avg Close Range
Q3 2021
Shares 7,556 Value ($000) $555 Avg Close Range
Q2 2021
Shares 9,282 Value ($000) $683 Avg Close Range
Q1 2021
Shares 13,643 Value ($000) $944 Avg Close Range
Q4 2020
Shares 20,486 Value ($000) $1,391 Avg Close Range
Q3 2020
Shares 28,196 Value ($000) $1,797 Avg Close Range
Q2 2020
Shares 32,656 Value ($000) $1,980 Avg Close Range
Q1 2020
Shares 32,870 Value ($000) $1,775 Avg Close Range
Q4 2019
Shares 33,049 Value ($000) $2,168 Avg Close Range
Q3 2019
Shares 33,106 Value ($000) $2,122 Avg Close Range
Q2 2019
Shares 30,188 Value ($000) $1,864 Avg Close Range
Q1 2019
Shares 29,686 Value ($000) $1,746 Avg Close Range
Q4 2018
Shares 29,819 Value ($000) $1,563 Avg Close Range
Q3 2018
Shares 27,244 Value ($000) $1,554 Avg Close Range
Q2 2018
Shares 32,364 Value ($000) $1,720 Avg Close Range
Q1 2018
Shares 33,545 Value ($000) $1,742 Avg Close Range
Q4 2017
Shares 37,498 Value ($000) $1,979 Avg Close Range
Q3 2017
Shares 39,431 Value ($000) $1,985 Avg Close Range
Q2 2017
Shares 43,861 Value ($000) $2,146 Avg Close Range
Q1 2017
Shares 56,114 Value ($000) $2,678 Avg Close Range
Q4 2016
Shares 158,353 Value ($000) $7,161 Avg Close Range
Q3 2016
Shares 207,172 Value ($000) $9,412 Avg Close Range
Q2 2016
Shares 331,563 Value ($000) $15,322 Avg Close Range
Q1 2016
Shares 336,542 Value ($000) $14,784 Avg Close Range
Q4 2015
Shares 277,352 Value ($000) $11,599 Avg Close Range
Q3 2015
Shares 257,057 Value ($000) $10,177 Avg Close Range
Q2 2015
Shares 266,918 Value ($000) $10,762 Avg Close Range
Q1 2015
Shares 281,256 Value ($000) $11,605 Avg Close Range
Q4 2014
Shares 214,936 Value ($000) $8,701 Avg Close Range
Q3 2014
Shares 204,334 Value ($000) $7,699 Avg Close Range
Q2 2014
Shares 220,888 Value ($000) $8,221 Avg Close Range
Q1 2014
Shares 223,519 Value ($000) $8,065 Avg Close Range
Q4 2013
Shares 236,753 Value ($000) $8,405 Avg Close Range
Q3 2013
Shares 238,841 Value ($000) $7,937 Avg Close Range