ISHARES TR

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

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

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

Q4 2025
Shares 80,816 Value ($000) $3,188 Avg Close — Range —
Q3 2025
Shares 82,534 Value ($000) $3,017 Avg Close — Range —
Q2 2025
Shares 87,308 Value ($000) $3,013 Avg Close — Range —
Q1 2025
Shares 92,480 Value ($000) $2,869 Avg Close — Range —
Q4 2024
Shares 120,540 Value ($000) $3,300 Avg Close — Range —
Q3 2024
Shares 94,282 Value ($000) $2,850 Avg Close — Range —
Q2 2024
Shares 102,184 Value ($000) $2,827 Avg Close — Range —
Q1 2024
Shares 115,390 Value ($000) $3,236 Avg Close — Range —
Q4 2023
Shares 121,409 Value ($000) $3,398 Avg Close — Range —
Q3 2023
Shares 125,273 Value ($000) $3,182 Avg Close — Range —
Q2 2023
Shares 127,086 Value ($000) $3,346 Avg Close — Range —
Q1 2023
Shares 129,449 Value ($000) $3,559 Avg Close — Range —
Q4 2022
Shares 132,695 Value ($000) $3,604 Avg Close — Range —
Q3 2022
Shares 160,766 Value ($000) $3,622 Avg Close — Range —
Q2 2022
Shares 161,896 Value ($000) $4,397 Avg Close — Range —
Q1 2022
Shares 152,140 Value ($000) $4,832 Avg Close — Range —
Q4 2021
Shares 135,848 Value ($000) $4,236 Avg Close — Range —
Q3 2021
Shares 131,816 Value ($000) $4,010 Avg Close — Range —
Q2 2021
Shares 127,753 Value ($000) $4,139 Avg Close — Range —
Q1 2021
Shares 114,657 Value ($000) $3,609 Avg Close — Range —
Q4 2020
Shares 82,420 Value ($000) $2,429 Avg Close — Range —