ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 5,127 Value ($000) $724 Avg Close — Range —
Q3 2025
Shares 5,125 Value ($000) $728 Avg Close — Range —
Q2 2025
Shares 5,323 Value ($000) $707 Avg Close — Range —
Q1 2025
Shares 5,322 Value ($000) $715 Avg Close — Range —
Q4 2024
Shares 5,567 Value ($000) $731 Avg Close — Range —
Q3 2024
Shares 5,905 Value ($000) $798 Avg Close — Range —
Q2 2024
Shares 6,119 Value ($000) $740 Avg Close — Range —
Q1 2024
Shares 6,492 Value ($000) $800 Avg Close — Range —
Q4 2023
Shares 6,332 Value ($000) $742 Avg Close — Range —
Q3 2023
Shares 6,328 Value ($000) $681 Avg Close — Range —
Q2 2023
Shares 6,543 Value ($000) $741 Avg Close — Range —
Q1 2023
Shares 6,680 Value ($000) $783 Avg Close — Range —
Q4 2022
Shares 6,699 Value ($000) $838 Avg Close — Range —
Q1 2022
Shares 6,746 Value ($000) $833 Avg Close — Range —
Q4 2021
Shares 6,686 Value ($000) $829 Avg Close — Range —
Q3 2021
Shares 7,135 Value ($000) $854 Avg Close — Range —
Q2 2021
Shares 7,437 Value ($000) $888 Avg Close — Range —
Q1 2021
Shares 7,597 Value ($000) $912 Avg Close — Range —
Q4 2020
Shares 8,148 Value ($000) $822 Avg Close — Range —
Q3 2020
Shares 8,493 Value ($000) $763 Avg Close — Range —
Q2 2020
Shares 8,819 Value ($000) $757 Avg Close — Range —
Q1 2020
Shares 9,277 Value ($000) $702 Avg Close — Range —
Q4 2019
Shares 9,478 Value ($000) $1,012 Avg Close — Range —
Q3 2019
Shares 9,728 Value ($000) $1,007 Avg Close — Range —
Q2 2019
Shares 9,902 Value ($000) $967 Avg Close — Range —
Q1 2019
Shares 10,155 Value ($000) $997 Avg Close — Range —
Q4 2018
Shares 9,960 Value ($000) $966 Avg Close — Range —
Q3 2018
Shares 10,798 Value ($000) $1,031 Avg Close — Range —
Q2 2018
Shares 11,332 Value ($000) $1,108 Avg Close — Range —
Q1 2018
Shares 11,422 Value ($000) $1,086 Avg Close — Range —
Q4 2017
Shares 10,862 Value ($000) $1,071 Avg Close — Range —
Q3 2017
Shares 8,892 Value ($000) $833 Avg Close — Range —
Q2 2017
Shares 9,072 Value ($000) $837 Avg Close — Range —
Q1 2017
Shares 2,381 Value ($000) $215,885 Avg Close — Range —
Q3 2016
Shares 18,031 Value ($000) $1,516,747 Avg Close — Range —
Q2 2016
Shares 361,868 Value ($000) $15,492,902 Avg Close — Range —
Q4 2015
Shares 597,180 Value ($000) $14,699,777 Avg Close — Range —
Q2 2015
Shares 211,346 Value ($000) $15,878 Avg Close — Range —
Q1 2015
Shares 172,764 Value ($000) $13,487 Avg Close — Range —