ISHARES TR

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

FRG Family Wealth Advisors LLC's Holding History (CIK: 0001893327)

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

Q4 2025
Shares 7,475 Value ($000) $704 Avg Close — Range —
Q3 2025
Shares 8,285 Value ($000) $788 Avg Close — Range —
Q2 2025
Shares 10,355 Value ($000) $972 Avg Close — Range —
Q1 2025
Shares 10,355 Value ($000) $970 Avg Close — Range —
Q4 2024
Shares 12,545 Value ($000) $1,114 Avg Close — Range —
Q3 2024
Shares 13,800 Value ($000) $1,260 Avg Close — Range —
Q2 2024
Shares 14,135 Value ($000) $1,209 Avg Close — Range —
Q1 2024
Shares 14,380 Value ($000) $1,157 Avg Close — Range —
Q4 2023
Shares 14,380 Value ($000) $1,122 Avg Close — Range —
Q3 2023
Shares 19,880 Value ($000) $1,439 Avg Close — Range —
Q2 2023
Shares 19,745 Value ($000) $1,468 Avg Close — Range —
Q1 2023
Shares 19,745 Value ($000) $1,436 Avg Close — Range —
Q4 2022
Shares 19,745 Value ($000) $1,424 Avg Close — Range —
Q3 2022
Shares 24,450 Value ($000) $1,616 Avg Close — Range —
Q2 2022
Shares 24,450 Value ($000) $1,717 Avg Close — Range —
Q1 2022
Shares 24,845 Value ($000) $1,927 Avg Close — Range —
Q4 2021
Shares 26,395 Value ($000) $2,135 Avg Close — Range —
Q3 2021
Shares 33,695 Value ($000) $2,477 Avg Close — Range —
Q2 2021
Shares 33,695 Value ($000) $2,480 Avg Close — Range —
Q1 2021
Shares 36,927 Value ($000) $2,555 Avg Close — Range —
Q4 2020
Shares 45,650 Value ($000) $3,099 Avg Close — Range —
Q3 2020
Shares 59,915 Value ($000) $3,818 Avg Close — Range —
Q2 2020
Shares 74,440 Value ($000) $4,513 Avg Close — Range —
Q1 2020
Shares 83,870 Value ($000) $4,530 Avg Close — Range —
Q4 2019
Shares 84,455 Value ($000) $5,540 Avg Close — Range —
Q3 2019
Shares 37,760 Value ($000) $2,420 Avg Close — Range —