ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 105,799 Value ($000) $9,962 Avg Close — Range —
Q3 2025
Shares 106,040 Value ($000) $10,089 Avg Close — Range —
Q2 2025
Shares 112,009 Value ($000) $10,514 Avg Close — Range —
Q1 2025
Shares 110,989 Value ($000) $10,395 Avg Close — Range —
Q4 2024
Shares 106,917 Value ($000) $9,493 Avg Close — Range —
Q3 2024
Shares 107,237 Value ($000) $9,792 Avg Close — Range —
Q2 2024
Shares 103,931 Value ($000) $8,726 Avg Close — Range —
Q1 2024
Shares 124,474 Value ($000) $10,404 Avg Close — Range —
Q4 2023
Shares 130,474 Value ($000) $10,181 Avg Close — Range —
Q3 2023
Shares 47,675 Value ($000) $3,469 Avg Close — Range —
Q2 2023
Shares 46,460 Value ($000) $3,453 Avg Close — Range —
Q1 2023
Shares 20,451 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 47,552 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 19,185 Value ($000) $1,268 Avg Close — Range —
Q4 2021
Shares 41,596 Value ($000) $3,365 Avg Close — Range —
Q3 2021
Shares 40,626 Value ($000) $2,986 Avg Close — Range —
Q2 2021
Shares 33,267 Value ($000) $2,449 Avg Close — Range —
Q1 2021
Shares 68,166 Value ($000) $4,949 Avg Close — Range —
Q4 2020
Shares 79,249 Value ($000) $5,379 Avg Close — Range —
Q3 2020
Shares 84,591 Value ($000) $5,391 Avg Close — Range —
Q2 2020
Shares 72,476 Value ($000) $4,394 Avg Close — Range —
Q1 2020
Shares 131,653 Value ($000) $7,111 Avg Close — Range —
Q4 2019
Shares 127,359 Value ($000) $8,355 Avg Close — Range —
Q3 2019
Shares 206,539 Value ($000) $13,239 Avg Close — Range —
Q1 2019
Shares 33,764 Value ($000) $1,985 Avg Close — Range —
Q4 2018
Shares 49,769 Value ($000) $2,608 Avg Close — Range —