ISHARES TR

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

Joseph Group Capital Management's Holding History (CIK: 0001910383)

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

Q4 2025
Shares 4,515 Value ($000) $425 Avg Close — Range —
Q3 2025
Shares 4,750 Value ($000) $452 Avg Close — Range —
Q2 2025
Shares 5,358 Value ($000) $503 Avg Close — Range —
Q1 2025
Shares 5,561 Value ($000) $521 Avg Close — Range —
Q4 2024
Shares 6,131 Value ($000) $544 Avg Close — Range —
Q3 2024
Shares 6,330 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 6,799 Value ($000) $571 Avg Close — Range —
Q1 2024
Shares 7,878 Value ($000) $658 Avg Close — Range —
Q4 2023
Shares 8,008 Value ($000) $625 Avg Close — Range —
Q3 2023
Shares 9,016 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 9,049 Value ($000) $673 Avg Close — Range —
Q1 2023
Shares 10,184 Value ($000) $741 Avg Close — Range —
Q4 2022
Shares 13,991 Value ($000) $1,009 Avg Close — Range —
Q3 2022
Shares 15,658 Value ($000) $1,035 Avg Close — Range —
Q2 2022
Shares 16,243 Value ($000) $1,140 Avg Close — Range —
Q1 2022
Shares 17,525 Value ($000) $1,359 Avg Close — Range —
Q4 2021
Shares 19,700 Value ($000) $1,594 Avg Close — Range —