ISHARES TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 43,517 Value ($000) $4,098 Avg Close — Range —
Q3 2025
Shares 44,220 Value ($000) $4,207 Avg Close — Range —
Q2 2025
Shares 45,225 Value ($000) $4,245 Avg Close — Range —
Q1 2025
Shares 48,828 Value ($000) $4,573 Avg Close — Range —
Q4 2024
Shares 48,981 Value ($000) $4,349 Avg Close — Range —
Q3 2024
Shares 49,099 Value ($000) $4,483 Avg Close — Range —
Q2 2024
Shares 40,720 Value ($000) $3,419 Avg Close — Range —
Q1 2024
Shares 39,969 Value ($000) $3,341 Avg Close — Range —
Q4 2023
Shares 87,027 Value ($000) $6,791 Avg Close — Range —
Q3 2023
Shares 84,572 Value ($000) $6,121 Avg Close — Range —
Q2 2023
Shares 117,389 Value ($000) $8,725 Avg Close — Range —
Q1 2023
Shares 110,324 Value ($000) $8,025 Avg Close — Range —
Q4 2022
Shares 72,107 Value ($000) $5,199 Avg Close — Range —
Q3 2022
Shares 60,690 Value ($000) $4,012 Avg Close — Range —
Q2 2022
Shares 58,120 Value ($000) $4,081 Avg Close — Range —
Q4 2021
Shares 66,408 Value ($000) $5,372 Avg Close — Range —