ISHARES TR

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

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 234,598 Value ($000) $22,090 Avg Close Range
Q3 2025
Shares 241,427 Value ($000) $22,969 Avg Close Range
Q2 2025
Shares 253,435 Value ($000) $23,790 Avg Close Range
Q1 2025
Shares 270,589 Value ($000) $25,343 Avg Close Range
Q4 2024
Shares 280,995 Value ($000) $24,950 Avg Close Range
Q3 2024
Shares 298,992 Value ($000) $27,301 Avg Close Range
Q2 2024
Shares 304,963 Value ($000) $25,605 Avg Close Range
Q1 2024
Shares 242,224 Value ($000) $20,245 Avg Close Range
Q4 2023
Shares 459,503 Value ($000) $35,855 Avg Close Range
Q3 2023
Shares 521,548 Value ($000) $37,750 Avg Close Range
Q2 2023
Shares 716,858 Value ($000) $53,284 Avg Close Range
Q1 2023
Shares 644,718 Value ($000) $46,897 Avg Close Range
Q4 2022
Shares 486,977 Value ($000) $35,111 Avg Close Range
Q3 2022
Shares 213,377 Value ($000) $14,104 Avg Close Range
Q2 2022
Shares 100,684 Value ($000) $7,069 Avg Close Range
Q1 2022
Shares 99,126 Value ($000) $7,689 Avg Close Range
Q4 2021
Shares 14,084 Value ($000) $1,139 Avg Close Range
Q3 2021
Shares 14,155 Value ($000) $1,040 Avg Close Range
Q2 2021
Shares 15,108 Value ($000) $1,112 Avg Close Range
Q1 2021
Shares 13,761 Value ($000) $952 Avg Close Range
Q4 2020
Shares 13,949 Value ($000) $947 Avg Close Range
Q3 2020
Shares 14,849 Value ($000) $946 Avg Close Range
Q2 2020
Shares 18,786 Value ($000) $1,139 Avg Close Range
Q1 2020
Shares 22,984 Value ($000) $1,241 Avg Close Range
Q4 2019
Shares 5,787 Value ($000) $380 Avg Close Range
Q3 2019
Shares 4,467 Value ($000) $286 Avg Close Range
Q2 2019
Shares 1,380 Value ($000) $85 Avg Close Range
Q3 2018
Shares 597 Value ($000) $34 Avg Close Range