ISHARES TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 8,327 Value ($000) $784 Avg Close — Range —
Q3 2025
Shares 8,299 Value ($000) $790 Avg Close — Range —
Q2 2025
Shares 7,858 Value ($000) $738 Avg Close — Range —
Q1 2025
Shares 9,180 Value ($000) $860 Avg Close — Range —
Q4 2024
Shares 9,375 Value ($000) $832 Avg Close — Range —
Q3 2024
Shares 9,458 Value ($000) $864 Avg Close — Range —
Q2 2024
Shares 6,657 Value ($000) $559 Avg Close — Range —
Q1 2024
Shares 6,904 Value ($000) $577 Avg Close — Range —
Q4 2023
Shares 6,394 Value ($000) $499 Avg Close — Range —
Q3 2023
Shares 7,966 Value ($000) $577 Avg Close — Range —
Q2 2023
Shares 8,472 Value ($000) $630 Avg Close — Range —
Q1 2023
Shares 8,519 Value ($000) $620 Avg Close — Range —
Q4 2022
Shares 8,312 Value ($000) $599 Avg Close — Range —
Q3 2022
Shares 7,745 Value ($000) $512 Avg Close — Range —
Q2 2022
Shares 6,704 Value ($000) $471 Avg Close — Range —
Q1 2022
Shares 8,859 Value ($000) $687 Avg Close — Range —
Q4 2021
Shares 9,377 Value ($000) $759 Avg Close — Range —
Q3 2021
Shares 7,917 Value ($000) $582 Avg Close — Range —
Q2 2021
Shares 10,899 Value ($000) $802 Avg Close — Range —
Q1 2021
Shares 11,737 Value ($000) $812 Avg Close — Range —
Q4 2020
Shares 10,545 Value ($000) $716 Avg Close — Range —