ISHARES TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 60,438 Value ($000) $5,691 Avg Close — Range —
Q3 2025
Shares 60,369 Value ($000) $5,744 Avg Close — Range —
Q2 2025
Shares 66,102 Value ($000) $6,205 Avg Close — Range —
Q1 2025
Shares 67,895 Value ($000) $6,359 Avg Close — Range —
Q4 2024
Shares 70,341 Value ($000) $6,246 Avg Close — Range —
Q3 2024
Shares 69,511 Value ($000) $6,347 Avg Close — Range —
Q2 2024
Shares 73,486 Value ($000) $6,170 Avg Close — Range —
Q1 2024
Shares 196,270 Value ($000) $16,404 Avg Close — Range —
Q4 2023
Shares 192,825 Value ($000) $15,046 Avg Close — Range —
Q3 2023
Shares 183,426 Value ($000) $13,276 Avg Close — Range —
Q2 2023
Shares 188,778 Value ($000) $14,032 Avg Close — Range —
Q1 2023
Shares 184,105 Value ($000) $13,392 Avg Close — Range —
Q4 2022
Shares 305,251 Value ($000) $22,009 Avg Close — Range —
Q3 2022
Shares 271,597 Value ($000) $17,953 Avg Close — Range —
Q2 2022
Shares 157,566 Value ($000) $11,063 Avg Close — Range —
Q1 2022
Shares 109,697 Value ($000) $8,509 Avg Close — Range —
Q4 2021
Shares 105,087 Value ($000) $8,502 Avg Close — Range —
Q3 2021
Shares 99,719 Value ($000) $7,329 Avg Close — Range —
Q2 2021
Shares 97,853 Value ($000) $7,203 Avg Close — Range —
Q1 2021
Shares 83,055 Value ($000) $5,747 Avg Close — Range —
Q4 2020
Shares 51,148 Value ($000) $3,472 Avg Close — Range —
Q3 2020
Shares 95,786 Value ($000) $6,104 Avg Close — Range —
Q2 2020
Shares 88,667 Value ($000) $5,376 Avg Close — Range —
Q1 2020
Shares 84,362 Value ($000) $4,556 Avg Close — Range —
Q4 2019
Shares 78,753 Value ($000) $5,166 Avg Close — Range —
Q3 2019
Shares 74,653 Value ($000) $4,785 Avg Close — Range —
Q2 2019
Shares 55,477 Value ($000) $3,423 Avg Close — Range —
Q1 2019
Shares 44,797 Value ($000) $2,635 Avg Close — Range —
Q4 2018
Shares 5,117 Value ($000) $292 Avg Close — Range —
Q3 2018
Shares 5,117 Value ($000) $292 Avg Close — Range —