ISHARES TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q3 2025
Shares 2,734 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 2,823 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 2,960 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 3,099 Value ($000) $275 Avg Close — Range —
Q3 2024
Shares 3,142 Value ($000) $287 Avg Close — Range —
Q2 2024
Shares 3,142 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 3,317 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 3,317 Value ($000) $259 Avg Close — Range —
Q3 2023
Shares 10,118 Value ($000) $732 Avg Close — Range —
Q2 2023
Shares 10,187 Value ($000) $757 Avg Close — Range —
Q1 2023
Shares 10,323 Value ($000) $751 Avg Close — Range —
Q4 2022
Shares 11,280 Value ($000) $813 Avg Close — Range —
Q3 2022
Shares 20,952 Value ($000) $1,385 Avg Close — Range —
Q2 2022
Shares 21,027 Value ($000) $1,476 Avg Close — Range —
Q1 2022
Shares 22,280 Value ($000) $1,728 Avg Close — Range —
Q4 2021
Shares 22,387 Value ($000) $1,811 Avg Close — Range —