ISHARES TR

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

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q3 2024
Shares 2,475 Value ($000) $226 Avg Close — Range —
Q2 2024
Shares 2,475 Value ($000) $208 Avg Close — Range —
Q1 2024
Shares 2,742 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 2,742 Value ($000) $214 Avg Close — Range —
Q3 2023
Shares 4,768 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 4,928 Value ($000) $366 Avg Close — Range —
Q1 2023
Shares 5,291 Value ($000) $385 Avg Close — Range —
Q4 2022
Shares 6,952 Value ($000) $501 Avg Close — Range —
Q3 2022
Shares 6,337 Value ($000) $420 Avg Close — Range —
Q2 2022
Shares 6,337 Value ($000) $444 Avg Close — Range —
Q1 2022
Shares 4,842 Value ($000) $376 Avg Close — Range —
Q4 2021
Shares 4,842 Value ($000) $392 Avg Close — Range —
Q3 2021
Shares 4,969 Value ($000) $365 Avg Close — Range —
Q2 2021
Shares 4,969 Value ($000) $379 Avg Close — Range —
Q1 2021
Shares 4,970 Value ($000) $343 Avg Close — Range —
Q4 2020
Shares 4,969 Value ($000) $337 Avg Close — Range —
Q3 2020
Shares 3,373 Value ($000) $215 Avg Close — Range —
Q2 2020
Shares 3,373 Value ($000) $205 Avg Close — Range —
Q4 2019
Shares 3,373 Value ($000) $221 Avg Close — Range —