ISHARES TR

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

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 7,485 Value ($000) $705 Avg Close Range
Q3 2025
Shares 7,485 Value ($000) $712 Avg Close Range
Q2 2025
Shares 7,485 Value ($000) $703 Avg Close Range
Q1 2025
Shares 8,385 Value ($000) $785 Avg Close Range
Q4 2024
Shares 8,385 Value ($000) $745 Avg Close Range
Q3 2024
Shares 8,385 Value ($000) $766 Avg Close Range
Q2 2024
Shares 9,009 Value ($000) $756 Avg Close Range
Q4 2023
Shares 9,009 Value ($000) $703 Avg Close Range
Q3 2023
Shares 9,009 Value ($000) $652 Avg Close Range
Q2 2023
Shares 9,009 Value ($000) $670 Avg Close Range
Q1 2023
Shares 9,493 Value ($000) $691 Avg Close Range
Q4 2022
Shares 14,602 Value ($000) $1,053 Avg Close Range