ISHARES TR

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

KENNEDY INVESTMENT GROUP's Holding History (CIK: 0001978005)

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

Q4 2025
Shares 117,219 Value ($000) $11,037 Avg Close — Range —
Q3 2025
Shares 110,277 Value ($000) $10,492 Avg Close — Range —
Q2 2025
Shares 101,389 Value ($000) $9,517 Avg Close — Range —
Q1 2025
Shares 96,381 Value ($000) $9,027 Avg Close — Range —
Q4 2024
Shares 87,029 Value ($000) $7,727 Avg Close — Range —
Q3 2024
Shares 71,945 Value ($000) $6,569 Avg Close — Range —
Q2 2024
Shares 68,950 Value ($000) $5,789 Avg Close — Range —
Q1 2024
Shares 53,749 Value ($000) $4,492 Avg Close — Range —
Q4 2023
Shares 51,555 Value ($000) $4,023 Avg Close — Range —
Q3 2023
Shares 50,164 Value ($000) $3,631 Avg Close — Range —
Q2 2023
Shares 45,081 Value ($000) $3,351 Avg Close — Range —
Q1 2023
Shares 46,146 Value ($000) $3,357 Avg Close — Range —
Q4 2022
Shares 43,500 Value ($000) $3,136 Avg Close — Range —