ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 42,916 Value ($000) $6,057 Avg Close — Range —
Q3 2025
Shares 43,265 Value ($000) $6,148 Avg Close — Range —
Q2 2025
Shares 43,065 Value ($000) $5,719 Avg Close — Range —
Q1 2025
Shares 38,398 Value ($000) $5,157 Avg Close — Range —
Q4 2024
Shares 43,566 Value ($000) $5,720 Avg Close — Range —
Q3 2024
Shares 29,362 Value ($000) $3,966 Avg Close — Range —
Q2 2024
Shares 26,737 Value ($000) $3,235 Avg Close — Range —
Q1 2024
Shares 25,208 Value ($000) $3,105 Avg Close — Range —
Q4 2023
Shares 22,321 Value ($000) $2,616 Avg Close — Range —
Q3 2023
Shares 27,603 Value ($000) $2,971 Avg Close — Range —
Q2 2023
Shares 28,484 Value ($000) $3,227 Avg Close — Range —
Q1 2023
Shares 28,805 Value ($000) $3,375 Avg Close — Range —
Q4 2022
Shares 29,939 Value ($000) $3,611 Avg Close — Range —
Q3 2022
Shares 35,025 Value ($000) $3,755 Avg Close — Range —
Q2 2022
Shares 32,032 Value ($000) $3,769 Avg Close — Range —
Q1 2022
Shares 31,134 Value ($000) $3,989 Avg Close — Range —
Q4 2021
Shares 30,704 Value ($000) $3,764 Avg Close — Range —
Q3 2021
Shares 30,388 Value ($000) $3,486 Avg Close — Range —
Q2 2021
Shares 30,472 Value ($000) $3,554 Avg Close — Range —
Q1 2021
Shares 30,495 Value ($000) $3,480 Avg Close — Range —
Q4 2020
Shares 26,133 Value ($000) $2,513 Avg Close — Range —
Q2 2020
Shares 1,410 Value ($000) $114 Avg Close — Range —