ISHARES TR

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

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2025
Shares 83,168 Value ($000) $7,831 Avg Close — Range —
Q3 2025
Shares 84,374 Value ($000) $8,027 Avg Close — Range —
Q2 2025
Shares 84,804 Value ($000) $7,961 Avg Close — Range —
Q1 2025
Shares 61,771 Value ($000) $5,785 Avg Close — Range —
Q4 2024
Shares 61,672 Value ($000) $5,476 Avg Close — Range —
Q4 2022
Shares 72,052 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 66,799 Value ($000) $4,415 Avg Close — Range —
Q2 2022
Shares 67,474 Value ($000) $4,737 Avg Close — Range —
Q1 2022
Shares 67,365 Value ($000) $5,226 Avg Close — Range —
Q4 2021
Shares 67,962 Value ($000) $5,498 Avg Close — Range —
Q3 2021
Shares 68,062 Value ($000) $5,003 Avg Close — Range —
Q2 2021
Shares 68,049 Value ($000) $5,009 Avg Close — Range —
Q1 2021
Shares 81,575 Value ($000) $5,644 Avg Close — Range —
Q4 2020
Shares 81,608 Value ($000) $5,540 Avg Close — Range —
Q3 2020
Shares 109,571 Value ($000) $6,983 Avg Close — Range —
Q2 2020
Shares 108,581 Value ($000) $6,583 Avg Close — Range —
Q1 2020
Shares 106,471 Value ($000) $5,750 Avg Close — Range —
Q4 2019
Shares 111,790 Value ($000) $7,333 Avg Close — Range —
Q3 2019
Shares 112,909 Value ($000) $7,237 Avg Close — Range —
Q2 2019
Shares 112,055 Value ($000) $6,917 Avg Close — Range —
Q1 2019
Shares 103,051 Value ($000) $6,059 Avg Close — Range —
Q4 2018
Shares 86,960 Value ($000) $4,557 Avg Close — Range —
Q3 2018
Shares 82,059 Value ($000) $4,679 Avg Close — Range —
Q2 2018
Shares 70,203 Value ($000) $3,584 Avg Close — Range —
Q1 2018
Shares 70,203 Value ($000) $3,584 Avg Close — Range —
Q3 2017
Shares 70,035 Value ($000) $3,550 Avg Close — Range —
Q2 2017
Shares 64,407 Value ($000) $3,141 Avg Close — Range —
Q4 2016
Shares 63,095 Value ($000) $2,879 Avg Close — Range —
Q3 2016
Shares 42,964 Value ($000) $1,952,000 Avg Close — Range —