ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 20,938 Value ($000) $1,972 Avg Close Range
Q3 2025
Shares 21,111 Value ($000) $2,009 Avg Close Range
Q2 2025
Shares 21,068 Value ($000) $2 Avg Close Range
Q1 2025
Shares 21,099 Value ($000) $2 Avg Close Range
Q4 2024
Shares 21,154 Value ($000) $1,855 Avg Close Range
Q3 2024
Shares 21,404 Value ($000) $2 Avg Close Range
Q2 2024
Shares 27,463 Value ($000) $2,306 Avg Close Range
Q1 2024
Shares 29,626 Value ($000) $2,476 Avg Close Range
Q4 2023
Shares 30,600 Value ($000) $2,388 Avg Close Range
Q3 2023
Shares 30,996 Value ($000) $2,243 Avg Close Range
Q2 2023
Shares 31,103 Value ($000) $2,312 Avg Close Range
Q1 2023
Shares 31,963 Value ($000) $2,325 Avg Close Range
Q4 2022
Shares 32,165 Value ($000) $2,319 Avg Close Range
Q3 2022
Shares 32,417 Value ($000) $2,205 Avg Close Range
Q2 2022
Shares 33,918 Value ($000) $2,381 Avg Close Range
Q1 2022
Shares 35,885 Value ($000) $2,783 Avg Close Range
Q4 2021
Shares 36,671 Value ($000) $2,966 Avg Close Range
Q3 2021
Shares 40,157 Value ($000) $2,951 Avg Close Range
Q2 2021
Shares 43,072 Value ($000) $3,170 Avg Close Range
Q1 2021
Shares 172,923 Value ($000) $11,964 Avg Close Range
Q4 2020
Shares 187,919 Value ($000) $12,755 Avg Close Range
Q3 2020
Shares 126,596 Value ($000) $8,068 Avg Close Range
Q2 2020
Shares 119,610 Value ($000) $7,251 Avg Close Range
Q1 2020
Shares 75,712 Value ($000) $4,089 Avg Close Range
Q4 2019
Shares 141,332 Value ($000) $9,271 Avg Close Range
Q3 2019
Shares 120,382 Value ($000) $7,716 Avg Close Range
Q2 2019
Shares 66,479 Value ($000) $4,104 Avg Close Range
Q1 2019
Shares 62,407 Value ($000) $3,670 Avg Close Range
Q4 2018
Shares 56,527 Value ($000) $2,962 Avg Close Range