ISHARES TR

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

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 22,320 Value ($000) $2,102 Avg Close — Range —
Q3 2025
Shares 24,693 Value ($000) $2,349 Avg Close — Range —
Q2 2025
Shares 27,869 Value ($000) $2,616 Avg Close — Range —
Q1 2025
Shares 33,639 Value ($000) $3,151 Avg Close — Range —
Q4 2024
Shares 75,207 Value ($000) $6,678 Avg Close — Range —
Q3 2024
Shares 85,119 Value ($000) $7,772 Avg Close — Range —
Q2 2024
Shares 99,715 Value ($000) $8,372 Avg Close — Range —
Q1 2024
Shares 143,108 Value ($000) $11,961 Avg Close — Range —
Q4 2023
Shares 583,769 Value ($000) $45,551 Avg Close — Range —
Q3 2023
Shares 611,205 Value ($000) $44,239 Avg Close — Range —
Q2 2023
Shares 625,930 Value ($000) $46,525 Avg Close — Range —
Q1 2023
Shares 633,600 Value ($000) $46,088 Avg Close — Range —
Q4 2022
Shares 645,936 Value ($000) $46,572 Avg Close — Range —
Q3 2022
Shares 677,925 Value ($000) $44,811 Avg Close — Range —
Q2 2022
Shares 819,533 Value ($000) $57,539 Avg Close — Range —
Q1 2022
Shares 872,258 Value ($000) $67,661 Avg Close — Range —
Q4 2021
Shares 903,009 Value ($000) $73,053 Avg Close — Range —
Q3 2021
Shares 1,231,805 Value ($000) $90,538 Avg Close — Range —
Q2 2021
Shares 1,221,699 Value ($000) $89,929 Avg Close — Range —
Q1 2021
Shares 1,206,784 Value ($000) $83,497 Avg Close — Range —
Q4 2020
Shares 1,238,301 Value ($000) $84,055 Avg Close — Range —
Q3 2020
Shares 1,641,282 Value ($000) $104,599 Avg Close — Range —
Q2 2020
Shares 1,665,095 Value ($000) $100,955 Avg Close — Range —
Q1 2020
Shares 1,848,222 Value ($000) $109,174 Avg Close — Range —
Q4 2019
Shares 1,912,878 Value ($000) $125,485 Avg Close — Range —
Q3 2019
Shares 1,897,861 Value ($000) $121,653 Avg Close — Range —
Q2 2019
Shares 1,832,326 Value ($000) $113,110 Avg Close — Range —
Q1 2019
Shares 1,817,291 Value ($000) $106,857 Avg Close — Range —
Q4 2018
Shares 1,731,816 Value ($000) $90,747 Avg Close — Range —
Q3 2018
Shares 1,776,678 Value ($000) $101,341 Avg Close — Range —
Q2 2018
Shares 1,756,677 Value ($000) $95,915 Avg Close — Range —
Q1 2018
Shares 1,716,920 Value ($000) $89,554 Avg Close — Range —
Q4 2017
Shares 1,644,066 Value ($000) $86,773 Avg Close — Range —