ISHARES TR

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

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 3,963 Value ($000) $373 Avg Close — Range —
Q3 2025
Shares 3,956 Value ($000) $376 Avg Close — Range —
Q2 2025
Shares 3,988 Value ($000) $374 Avg Close — Range —
Q4 2024
Shares 3,680 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 8,330 Value ($000) $761 Avg Close — Range —
Q2 2024
Shares 5,629 Value ($000) $473 Avg Close — Range —
Q1 2024
Shares 7,236 Value ($000) $605 Avg Close — Range —
Q4 2023
Shares 8,440 Value ($000) $659 Avg Close — Range —
Q3 2023
Shares 23,520 Value ($000) $1,702 Avg Close — Range —
Q2 2023
Shares 33,188 Value ($000) $2,467 Avg Close — Range —
Q1 2023
Shares 23,052 Value ($000) $1,677 Avg Close — Range —
Q4 2022
Shares 39,373 Value ($000) $2,839 Avg Close — Range —
Q3 2022
Shares 39,637 Value ($000) $2,620 Avg Close — Range —
Q2 2022
Shares 74,532 Value ($000) $5,233 Avg Close — Range —
Q1 2022
Shares 126,323 Value ($000) $9,799 Avg Close — Range —
Q4 2021
Shares 126,677 Value ($000) $10,248 Avg Close — Range —
Q3 2021
Shares 144,692 Value ($000) $10,635 Avg Close — Range —
Q2 2021
Shares 79,187 Value ($000) $5,829 Avg Close — Range —
Q1 2021
Shares 75,458 Value ($000) $5,221 Avg Close — Range —
Q4 2020
Shares 84,947 Value ($000) $5,766 Avg Close — Range —
Q3 2020
Shares 93,514 Value ($000) $5,960 Avg Close — Range —
Q2 2020
Shares 25,916 Value ($000) $1,571 Avg Close — Range —
Q1 2020
Shares 12,234 Value ($000) $661 Avg Close — Range —
Q4 2019
Shares 38,084 Value ($000) $2,498 Avg Close — Range —
Q3 2019
Shares 51,532 Value ($000) $3,266 Avg Close — Range —