ISHARES TR

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

Concentrum Wealth Management's Holding History (CIK: 0001765387)

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

Q4 2025
Shares 13,287 Value ($000) $1,251 Avg Close Range
Q3 2025
Shares 13,695 Value ($000) $1,303 Avg Close Range
Q2 2025
Shares 13,719 Value ($000) $1,288 Avg Close Range
Q1 2025
Shares 14,430 Value ($000) $1,352 Avg Close Range
Q4 2024
Shares 13,168 Value ($000) $1,169 Avg Close Range
Q3 2024
Shares 10,801 Value ($000) $986 Avg Close Range
Q2 2024
Shares 10,642 Value ($000) $894 Avg Close Range
Q1 2024
Shares 12,300 Value ($000) $1,028 Avg Close Range
Q4 2023
Shares 12,300 Value ($000) $960 Avg Close Range
Q3 2023
Shares 12,500 Value ($000) $905 Avg Close Range
Q2 2023
Shares 12,500 Value ($000) $929 Avg Close Range
Q1 2023
Shares 12,500 Value ($000) $909 Avg Close Range
Q4 2022
Shares 12,500 Value ($000) $901 Avg Close Range
Q3 2022
Shares 10,855 Value ($000) $718 Avg Close Range
Q2 2022
Shares 10,855 Value ($000) $762 Avg Close Range
Q1 2022
Shares 10,604 Value ($000) $823 Avg Close Range
Q4 2021
Shares 86,285 Value ($000) $6,980 Avg Close Range
Q3 2021
Shares 83,795 Value ($000) $6,159 Avg Close Range
Q2 2021
Shares 76,190 Value ($000) $5,608 Avg Close Range
Q1 2021
Shares 72,253 Value ($000) $4,999 Avg Close Range
Q4 2020
Shares 70,284 Value ($000) $4,771 Avg Close Range
Q3 2020
Shares 64,976 Value ($000) $4,141 Avg Close Range
Q2 2020
Shares 55,858 Value ($000) $3,387 Avg Close Range
Q1 2020
Shares 49,960 Value ($000) $2,698 Avg Close Range
Q4 2019
Shares 53,502 Value ($000) $3,510 Avg Close Range
Q3 2019
Shares 48,360 Value ($000) $3,100 Avg Close Range
Q2 2019
Shares 40,940 Value ($000) $2,527 Avg Close Range
Q1 2019
Shares 33,152 Value ($000) $1,949 Avg Close Range
Q4 2018
Shares 21,604 Value ($000) $1,132 Avg Close Range