ISHARES TR

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

Wharton Business Group, LLC's Holding History (CIK: 0001513126)

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

Q4 2025
Shares 66,635 Value ($000) $6,274 Avg Close Range
Q3 2025
Shares 67,894 Value ($000) $6,459 Avg Close Range
Q2 2025
Shares 68,473 Value ($000) $6 Avg Close Range
Q1 2025
Shares 71,467 Value ($000) $7 Avg Close Range
Q4 2024
Shares 74,742 Value ($000) $7 Avg Close Range
Q3 2024
Shares 75,955 Value ($000) $7 Avg Close Range
Q2 2024
Shares 76,724 Value ($000) $6 Avg Close Range
Q1 2024
Shares 84,959 Value ($000) $7 Avg Close Range
Q4 2023
Shares 84,958 Value ($000) $7 Avg Close Range
Q3 2023
Shares 84,955 Value ($000) $6 Avg Close Range
Q2 2023
Shares 88,280 Value ($000) $7 Avg Close Range
Q1 2023
Shares 88,279 Value ($000) $6 Avg Close Range
Q4 2022
Shares 92,733 Value ($000) $7 Avg Close Range
Q3 2022
Shares 92,396 Value ($000) $6,107 Avg Close Range
Q2 2022
Shares 88,956 Value ($000) $6,246 Avg Close Range
Q1 2022
Shares 86,270 Value ($000) $6,692 Avg Close Range
Q4 2021
Shares 72,024 Value ($000) $5,827 Avg Close Range
Q3 2021
Shares 69,553 Value ($000) $5,112 Avg Close Range
Q2 2021
Shares 36,638 Value ($000) $2,697 Avg Close Range
Q1 2021
Shares 36,529 Value ($000) $2,527 Avg Close Range
Q4 2020
Shares 36,529 Value ($000) $2,480 Avg Close Range
Q4 2018
Shares 39,187 Value ($000) $2,993 Avg Close Range
Q3 2016
Shares 385,400 Value ($000) $17,509 Avg Close Range
Q2 2016
Shares 385,400 Value ($000) $17,809 Avg Close Range
Q1 2016
Shares 540,400 Value ($000) $23,740 Avg Close Range
Q4 2015
Shares 540,400 Value ($000) $22,600 Avg Close Range
Q3 2015
Shares 540,400 Value ($000) $21,394 Avg Close Range
Q2 2015
Shares 540,400 Value ($000) $21,789 Avg Close Range
Q1 2015
Shares 540,400 Value ($000) $22,297 Avg Close Range
Q4 2014
Shares 540,400 Value ($000) $21,875 Avg Close Range
Q3 2014
Shares 465,400 Value ($000) $17,536 Avg Close Range
Q2 2014
Shares 134,000 Value ($000) $4,987 Avg Close Range