ISHARES TR

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

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 19,314 Value ($000) $1,855 Avg Close — Range —
Q3 2025
Shares 18,709 Value ($000) $1,758 Avg Close — Range —
Q2 2025
Shares 17,933 Value ($000) $1,663 Avg Close — Range —
Q1 2025
Shares 18,082 Value ($000) $1,545 Avg Close — Range —
Q3 2024
Shares 17,265 Value ($000) $1,603 Avg Close — Range —
Q2 2024
Shares 16,520 Value ($000) $1,388 Avg Close — Range —
Q1 2024
Shares 16,699 Value ($000) $1,386 Avg Close — Range —
Q3 2023
Shares 18,812 Value ($000) $1,390 Avg Close — Range —
Q2 2023
Shares 16,219 Value ($000) $1,213 Avg Close — Range —
Q1 2023
Shares 15,776 Value ($000) $1,137 Avg Close — Range —