ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 229,059 Value ($000) $9,036 Avg Close — Range —
Q3 2025
Shares 206,025 Value ($000) $7,530 Avg Close — Range —
Q2 2025
Shares 184,141 Value ($000) $6,355 Avg Close — Range —
Q1 2025
Shares 104,484 Value ($000) $3,241 Avg Close — Range —
Q1 2022
Shares 7,061 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 9,658 Value ($000) $301 Avg Close — Range —
Q3 2021
Shares 14,855 Value ($000) $452 Avg Close — Range —
Q2 2021
Shares 13,581 Value ($000) $440 Avg Close — Range —
Q1 2021
Shares 6,630 Value ($000) $209 Avg Close — Range —