ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 2,693 Value ($000) $380 Avg Close Range
Q3 2025
Shares 2,693 Value ($000) $383 Avg Close Range
Q2 2025
Shares 2,693 Value ($000) $358 Avg Close Range
Q1 2025
Shares 2,693 Value ($000) $362 Avg Close Range
Q4 2024
Shares 2,693 Value ($000) $354 Avg Close Range
Q3 2024
Shares 2,693 Value ($000) $364 Avg Close Range
Q2 2024
Shares 2,784 Value ($000) $337 Avg Close Range
Q1 2024
Shares 2,784 Value ($000) $343 Avg Close Range
Q4 2023
Shares 2,250 Value ($000) $264 Avg Close Range
Q3 2023
Shares 2,250 Value ($000) $242 Avg Close Range
Q2 2023
Shares 2,250 Value ($000) $255 Avg Close Range
Q4 2022
Shares 2,258 Value ($000) $272 Avg Close Range
Q3 2022
Shares 2,258 Value ($000) $242 Avg Close Range
Q2 2020
Shares 1,517 Value ($000) $122 Avg Close Range
Q1 2020
Shares 1,517 Value ($000) $112 Avg Close Range
Q4 2019
Shares 1,517 Value ($000) $162 Avg Close Range