ISHARES TR

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

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

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

Q4 2025
Shares 41,048 Value ($000) $3,865 Avg Close — Range —
Q3 2025
Shares 37,892 Value ($000) $3,605 Avg Close — Range —
Q2 2025
Shares 40,196 Value ($000) $3,773 Avg Close — Range —
Q1 2025
Shares 44,458 Value ($000) $4,164 Avg Close — Range —
Q4 2024
Shares 45,893 Value ($000) $4,075 Avg Close — Range —
Q3 2024
Shares 45,388 Value ($000) $4,145 Avg Close — Range —
Q2 2024
Shares 45,562 Value ($000) $3,825 Avg Close — Range —
Q1 2024
Shares 46,000 Value ($000) $3,844 Avg Close — Range —
Q4 2023
Shares 74,503 Value ($000) $5,813 Avg Close — Range —
Q3 2023
Shares 74,555 Value ($000) $5,396 Avg Close — Range —
Q2 2023
Shares 84,503 Value ($000) $6,281 Avg Close — Range —
Q1 2023
Shares 78,224 Value ($000) $5,690 Avg Close — Range —
Q4 2022
Shares 77,931 Value ($000) $5,619 Avg Close — Range —
Q3 2022
Shares 52,766 Value ($000) $3,488 Avg Close — Range —
Q2 2022
Shares 60,379 Value ($000) $4,239 Avg Close — Range —
Q1 2022
Shares 42,085 Value ($000) $3,273 Avg Close — Range —
Q4 2021
Shares 36,119 Value ($000) $2,904 Avg Close — Range —
Q3 2021
Shares 30,963 Value ($000) $2,276 Avg Close — Range —
Q2 2021
Shares 44,357 Value ($000) $3,172 Avg Close — Range —
Q1 2021
Shares 42,946 Value ($000) $2,971 Avg Close — Range —
Q4 2020
Shares 60,667 Value ($000) $4,118 Avg Close — Range —
Q3 2020
Shares 68,642 Value ($000) $4,374 Avg Close — Range —
Q2 2020
Shares 97,248 Value ($000) $5,896 Avg Close — Range —
Q1 2020
Shares 94,244 Value ($000) $5,090 Avg Close — Range —
Q4 2019
Shares 98,150 Value ($000) $6,438 Avg Close — Range —
Q3 2019
Shares 88,274 Value ($000) $5,660 Avg Close — Range —
Q2 2019
Shares 76,480 Value ($000) $4,719 Avg Close — Range —
Q1 2019
Shares 57,767 Value ($000) $3,397 Avg Close — Range —