ISHARES TR

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

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025
Shares 2,892 Value ($000) $274 Avg Close Range
Q3 2025
Shares 3,404 Value ($000) $324 Avg Close Range
Q2 2025
Shares 3,321 Value ($000) $312 Avg Close Range
Q1 2025
Shares 3,351 Value ($000) $314 Avg Close Range
Q4 2024
Shares 3,341 Value ($000) $297 Avg Close Range
Q3 2024
Shares 3,260 Value ($000) $298 Avg Close Range
Q2 2024
Shares 3,267 Value ($000) $274 Avg Close Range
Q1 2024
Shares 3,257 Value ($000) $272 Avg Close Range
Q4 2023
Shares 3,335 Value ($000) $260 Avg Close Range
Q3 2023
Shares 3,154 Value ($000) $228 Avg Close Range
Q2 2023
Shares 3,276 Value ($000) $244 Avg Close Range
Q1 2023
Shares 8,472 Value ($000) $616 Avg Close Range
Q4 2022
Shares 8,044 Value ($000) $580 Avg Close Range
Q3 2022
Shares 8,172 Value ($000) $540 Avg Close Range
Q2 2022
Shares 9,876 Value ($000) $693 Avg Close Range
Q1 2022
Shares 5,710 Value ($000) $443 Avg Close Range
Q4 2021
Shares 3,870 Value ($000) $313 Avg Close Range
Q3 2021
Shares 3,537 Value ($000) $260 Avg Close Range
Q2 2021
Shares 4,191 Value ($000) $308 Avg Close Range
Q1 2021
Shares 5,751 Value ($000) $398 Avg Close Range
Q4 2020
Shares 7,702 Value ($000) $523 Avg Close Range
Q3 2020
Shares 7,826 Value ($000) $499 Avg Close Range
Q2 2020
Shares 8,097 Value ($000) $491 Avg Close Range
Q1 2020
Shares 8,531 Value ($000) $461 Avg Close Range
Q4 2019
Shares 4,790 Value ($000) $314 Avg Close Range
Q4 2017
Shares 4,121 Value ($000) $218 Avg Close Range