ISHARES TR

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

StrongBox Wealth, LLC's Holding History (CIK: 0001812155)

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

Q4 2025
Shares 8,992 Value ($000) $847 Avg Close Range
Q3 2025
Shares 8,842 Value ($000) $841 Avg Close Range
Q2 2025
Shares 8,407 Value ($000) $789 Avg Close Range
Q1 2025
Shares 7,875 Value ($000) $738 Avg Close Range
Q4 2024
Shares 8,035 Value ($000) $713 Avg Close Range
Q3 2024
Shares 8,055 Value ($000) $736 Avg Close Range
Q2 2024
Shares 7,680 Value ($000) $645 Avg Close Range
Q1 2024
Shares 7,475 Value ($000) $625 Avg Close Range
Q4 2023
Shares 7,230 Value ($000) $564 Avg Close Range
Q3 2023
Shares 7,190 Value ($000) $520 Avg Close Range
Q2 2023
Shares 7,190 Value ($000) $534 Avg Close Range
Q1 2023
Shares 6,315 Value ($000) $459 Avg Close Range
Q4 2022
Shares 6,315 Value ($000) $455 Avg Close Range
Q3 2022
Shares 6,315 Value ($000) $417 Avg Close Range
Q2 2022
Shares 6,285 Value ($000) $441 Avg Close Range
Q1 2022
Shares 6,285 Value ($000) $488 Avg Close Range
Q4 2021
Shares 6,115 Value ($000) $495 Avg Close Range
Q3 2021
Shares 6,210 Value ($000) $456 Avg Close Range
Q2 2021
Shares 10,160 Value ($000) $748 Avg Close Range
Q1 2021
Shares 20,831 Value ($000) $1,441 Avg Close Range
Q4 2020
Shares 55,092 Value ($000) $3,740 Avg Close Range
Q3 2020
Shares 59,452 Value ($000) $3,789 Avg Close Range
Q2 2020
Shares 61,743 Value ($000) $3,743 Avg Close Range
Q1 2020
Shares 62,458 Value ($000) $3,373 Avg Close Range