ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 10,642 Value ($000) $1,002 Avg Close Range
Q3 2025
Shares 10,618 Value ($000) $1,010 Avg Close Range
Q2 2025
Shares 10,637 Value ($000) $998 Avg Close Range
Q4 2024
Shares 7,046 Value ($000) $627 Avg Close Range
Q3 2024
Shares 7,539 Value ($000) $687 Avg Close Range
Q2 2024
Shares 32,291 Value ($000) $1 Avg Close Range
Q1 2024
Shares 16,715 Value ($000) $1 Avg Close Range
Q4 2023
Shares 39,421 Value ($000) $3 Avg Close Range
Q3 2023
Shares 69,709 Value ($000) $5 Avg Close Range
Q2 2023
Shares 77,677 Value ($000) $5,749 Avg Close Range
Q1 2023
Shares 74,286 Value ($000) $5,409 Avg Close Range
Q3 2022
Shares 36,515 Value ($000) $2,413 Avg Close Range
Q2 2022
Shares 22,960 Value ($000) $1,611 Avg Close Range
Q1 2022
Shares 21,314 Value ($000) $1,643 Avg Close Range
Q4 2021
Shares 19,673 Value ($000) $113,678 Avg Close Range
Q3 2021
Shares 8,606 Value ($000) $632 Avg Close Range
Q2 2021
Shares 7,581 Value ($000) $558 Avg Close Range
Q1 2021
Shares 18,312 Value ($000) $1,220 Avg Close Range
Q4 2020
Shares 18,312 Value ($000) $1,220 Avg Close Range
Q3 2020
Shares 27,400 Value ($000) $1,746 Avg Close Range
Q2 2020
Shares 22,454 Value ($000) $1,361 Avg Close Range
Q1 2020
Shares 30,120 Value ($000) $1,638 Avg Close Range
Q4 2019
Shares 31,541 Value ($000) $2,069 Avg Close Range
Q3 2019
Shares 20,340 Value ($000) $1,304 Avg Close Range
Q2 2019
Shares 10,132 Value ($000) $625 Avg Close Range
Q1 2019
Shares 7,974 Value ($000) $468 Avg Close Range
Q4 2018
Shares 6,258 Value ($000) $327 Avg Close Range