ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 45,010 Value ($000) $6,353 Avg Close — Range —
Q3 2025
Shares 74,395 Value ($000) $10,571 Avg Close — Range —
Q2 2025
Shares 36,744 Value ($000) $4,880 Avg Close — Range —
Q1 2025
Shares 71,628 Value ($000) $9,619 Avg Close — Range —
Q4 2024
Shares 47,258 Value ($000) $6,231 Avg Close — Range —
Q3 2024
Shares 68,571 Value ($000) $7,336 Avg Close — Range —
Q2 2024
Shares 54,621 Value ($000) $6,623 Avg Close — Range —
Q1 2024
Shares 8,524 Value ($000) $1,050 Avg Close — Range —
Q4 2023
Shares 3,910 Value ($000) $458 Avg Close — Range —
Q3 2023
Shares 4,018 Value ($000) $432 Avg Close — Range —
Q2 2023
Shares 4,078 Value ($000) $462 Avg Close — Range —
Q1 2023
Shares 5,302 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 5,052 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 5,052 Value ($000) $542 Avg Close — Range —
Q2 2022
Shares 5,052 Value ($000) $594 Avg Close — Range —
Q1 2022
Shares 5,052 Value ($000) $647 Avg Close — Range —
Q3 2021
Shares 5,191 Value ($000) $596 Avg Close — Range —
Q1 2021
Shares 2,007 Value ($000) $229 Avg Close — Range —