ISHARES TR

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 20,390 Value ($000) $1,920 Avg Close Range
Q3 2025
Shares 20,654 Value ($000) $1,965 Avg Close Range
Q2 2025
Shares 20,790 Value ($000) $1,952 Avg Close Range
Q1 2025
Shares 23,881 Value ($000) $2,237 Avg Close Range
Q4 2024
Shares 22,764 Value ($000) $2,021 Avg Close Range
Q3 2024
Shares 23,576 Value ($000) $2,153 Avg Close Range
Q2 2024
Shares 23,809 Value ($000) $1,999 Avg Close Range
Q1 2024
Shares 24,100 Value ($000) $2,014 Avg Close Range
Q4 2023
Shares 24,025 Value ($000) $1,875 Avg Close Range
Q3 2023
Shares 19,324 Value ($000) $1,399 Avg Close Range
Q2 2023
Shares 19,524 Value ($000) $1,451 Avg Close Range
Q1 2023
Shares 19,549 Value ($000) $1,422 Avg Close Range
Q4 2022
Shares 19,503 Value ($000) $1,406 Avg Close Range
Q3 2022
Shares 19,068 Value ($000) $1,260 Avg Close Range
Q2 2022
Shares 17,860 Value ($000) $1,254 Avg Close Range
Q1 2022
Shares 17,859 Value ($000) $1,385 Avg Close Range
Q4 2021
Shares 19,455 Value ($000) $1,574 Avg Close Range
Q3 2021
Shares 19,429 Value ($000) $1,428 Avg Close Range
Q2 2021
Shares 19,427 Value ($000) $1,430 Avg Close Range
Q1 2021
Shares 19,786 Value ($000) $1,369 Avg Close Range
Q4 2020
Shares 26,052 Value ($000) $1,769 Avg Close Range
Q3 2020
Shares 26,629 Value ($000) $1,697 Avg Close Range
Q2 2020
Shares 51,252 Value ($000) $3,107 Avg Close Range
Q1 2020
Shares 63,195 Value ($000) $3,415 Avg Close Range
Q4 2019
Shares 80,410 Value ($000) $5,274 Avg Close Range
Q3 2019
Shares 78,195 Value ($000) $5,011 Avg Close Range
Q2 2019
Shares 75,428 Value ($000) $4,656 Avg Close Range
Q1 2019
Shares 78,565 Value ($000) $4,620 Avg Close Range
Q4 2018
Shares 88,146 Value ($000) $4,620 Avg Close Range