ISHARES TR

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

Williams Financial, LLC's Holding History (CIK: 0001846923)

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

Q4 2023
Shares 27,513 Value ($000) $2,147 Avg Close Range
Q3 2023
Shares 28,016 Value ($000) $2,028 Avg Close Range
Q2 2023
Shares 33,343 Value ($000) $2,478 Avg Close Range
Q1 2023
Shares 28,313 Value ($000) $2,060 Avg Close Range
Q4 2022
Shares 104,818 Value ($000) $7,557 Avg Close Range
Q3 2022
Shares 23,899 Value ($000) $1,580 Avg Close Range
Q1 2022
Shares 6,530 Value ($000) $506 Avg Close Range
Q4 2021
Shares 7,274 Value ($000) $588 Avg Close Range
Q4 2020
Shares 33,728 Value ($000) $2,289 Avg Close Range