ISHARES TR

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

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 9,890 Value ($000) $931 Avg Close Range
Q3 2025
Shares 9,890 Value ($000) $941 Avg Close Range
Q2 2025
Shares 10,025 Value ($000) $941 Avg Close Range
Q1 2025
Shares 10,025 Value ($000) $939 Avg Close Range
Q4 2024
Shares 13,175 Value ($000) $1 Avg Close Range
Q3 2024
Shares 22,061 Value ($000) $2 Avg Close Range
Q2 2024
Shares 25,024 Value ($000) $2 Avg Close Range
Q1 2024
Shares 25,242 Value ($000) $2 Avg Close Range
Q4 2023
Shares 27,299 Value ($000) $2 Avg Close Range
Q3 2023
Shares 27,701 Value ($000) $2 Avg Close Range
Q2 2023
Shares 28,368 Value ($000) $2 Avg Close Range
Q1 2023
Shares 51,011 Value ($000) $4 Avg Close Range
Q4 2022
Shares 77,275 Value ($000) $6 Avg Close Range
Q3 2022
Shares 82,961 Value ($000) $5,484 Avg Close Range
Q2 2022
Shares 99,510 Value ($000) $6,987 Avg Close Range
Q1 2022
Shares 64,960 Value ($000) $5,039 Avg Close Range
Q4 2021
Shares 64,960 Value ($000) $5,255 Avg Close Range
Q3 2021
Shares 65,038 Value ($000) $4,780 Avg Close Range
Q2 2021
Shares 65,538 Value ($000) $4,824 Avg Close Range
Q1 2021
Shares 66,668 Value ($000) $4,613 Avg Close Range
Q4 2020
Shares 67,751 Value ($000) $4,599 Avg Close Range
Q3 2020
Shares 59,796 Value ($000) $3,811 Avg Close Range
Q2 2020
Shares 60,908 Value ($000) $3,693 Avg Close Range
Q1 2020
Shares 98,329 Value ($000) $5,311 Avg Close Range
Q4 2019
Shares 992,252 Value ($000) $65,092 Avg Close Range
Q3 2019
Shares 1,034,068 Value ($000) $66,284 Avg Close Range
Q2 2019
Shares 1,097,945 Value ($000) $67,776 Avg Close Range
Q1 2019
Shares 1,110,531 Value ($000) $65,299 Avg Close Range
Q4 2018
Shares 1,147,557 Value ($000) $60,169 Avg Close Range