ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 118,285 Value ($000) $16,695 Avg Close — Range —
Q3 2025
Shares 117,230 Value ($000) $16,658 Avg Close — Range —
Q2 2025
Shares 111,320 Value ($000) $14,785 Avg Close — Range —
Q1 2025
Shares 108,284 Value ($000) $14,541 Avg Close — Range —
Q4 2024
Shares 103,610 Value ($000) $13,603 Avg Close — Range —
Q3 2024
Shares 99,620 Value ($000) $13,456 Avg Close — Range —
Q2 2024
Shares 97,163 Value ($000) $11,755 Avg Close — Range —
Q1 2024
Shares 94,090 Value ($000) $11,590 Avg Close — Range —
Q4 2023
Shares 90,134 Value ($000) $10,566 Avg Close — Range —
Q3 2023
Shares 88,199 Value ($000) $9,494 Avg Close — Range —
Q2 2023
Shares 86,232 Value ($000) $9,770 Avg Close — Range —
Q1 2023
Shares 85,544 Value ($000) $10,024 Avg Close — Range —
Q4 2022
Shares 84,735 Value ($000) $10,219 Avg Close — Range —
Q3 2022
Shares 82,177 Value ($000) $8,811 Avg Close — Range —
Q2 2022
Shares 81,148 Value ($000) $9,549 Avg Close — Range —
Q1 2022
Shares 77,821 Value ($000) $9,971 Avg Close — Range —
Q4 2021
Shares 69,388 Value ($000) $8,506 Avg Close — Range —
Q3 2021
Shares 66,803 Value ($000) $7,664 Avg Close — Range —
Q2 2021
Shares 65,451 Value ($000) $7,633 Avg Close — Range —
Q1 2021
Shares 62,321 Value ($000) $7,111 Avg Close — Range —
Q4 2020
Shares 60,968 Value ($000) $5,864 Avg Close — Range —
Q3 2020
Shares 60,533 Value ($000) $4,936 Avg Close — Range —
Q2 2020
Shares 55,429 Value ($000) $4,449 Avg Close — Range —
Q1 2020
Shares 53,125 Value ($000) $3,907 Avg Close — Range —
Q4 2019
Shares 46,888 Value ($000) $4,954 Avg Close — Range —
Q3 2019
Shares 46,156 Value ($000) $4,706 Avg Close — Range —
Q2 2019
Shares 44,274 Value ($000) $4,408 Avg Close — Range —
Q1 2019
Shares 43,227 Value ($000) $4,244 Avg Close — Range —
Q4 2018
Shares 43,025 Value ($000) $3,843 Avg Close — Range —