ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 1,922 Value ($000) $271 Avg Close — Range —
Q3 2025
Shares 1,922 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 1,922 Value ($000) $255 Avg Close — Range —
Q1 2025
Shares 1,934 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 1,934 Value ($000) $254 Avg Close — Range —
Q3 2024
Shares 2,017 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 2,165 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 2,165 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 2,165 Value ($000) $254 Avg Close — Range —
Q3 2023
Shares 2,151 Value ($000) $232 Avg Close — Range —
Q2 2023
Shares 2,151 Value ($000) $244 Avg Close — Range —
Q1 2023
Shares 2,147 Value ($000) $252 Avg Close — Range —
Q4 2022
Shares 2,143 Value ($000) $258 Avg Close — Range —
Q3 2022
Shares 2,172 Value ($000) $233 Avg Close — Range —
Q2 2022
Shares 2,172 Value ($000) $256 Avg Close — Range —
Q1 2022
Shares 2,226 Value ($000) $285 Avg Close — Range —
Q4 2021
Shares 2,222 Value ($000) $272 Avg Close — Range —
Q3 2021
Shares 2,188 Value ($000) $251 Avg Close — Range —
Q2 2021
Shares 2,188 Value ($000) $255 Avg Close — Range —
Q1 2021
Shares 2,152 Value ($000) $246 Avg Close — Range —
Q4 2020
Shares 2,152 Value ($000) $207 Avg Close — Range —