ISHARES TR

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

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 34,550 Value ($000) $3,253 Avg Close Range
Q3 2025
Shares 34,446 Value ($000) $3,277 Avg Close Range
Q2 2025
Shares 34,724 Value ($000) $3,259 Avg Close Range
Q1 2025
Shares 35,735 Value ($000) $3,347 Avg Close Range
Q4 2024
Shares 36,594 Value ($000) $3,249 Avg Close Range
Q3 2024
Shares 41,353 Value ($000) $3,776 Avg Close Range
Q2 2024
Shares 41,733 Value ($000) $3,504 Avg Close Range
Q1 2024
Shares 42,213 Value ($000) $3,528 Avg Close Range
Q4 2023
Shares 43,548 Value ($000) $3,398 Avg Close Range
Q3 2023
Shares 50,114 Value ($000) $3,627 Avg Close Range
Q2 2023
Shares 92,734 Value ($000) $6,893 Avg Close Range