ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 2,947 Value ($000) $358 Avg Close Range
Q3 2025
Shares 3,014 Value ($000) $369 Avg Close Range
Q2 2025
Shares 3,014 Value ($000) $353 Avg Close Range
Q1 2025
Shares 2,953 Value ($000) $358 Avg Close Range
Q4 2024
Shares 2,836 Value ($000) $318 Avg Close Range
Q3 2024
Shares 2,836 Value ($000) $334 Avg Close Range
Q2 2024
Shares 2,836 Value ($000) $308 Avg Close Range
Q1 2024
Shares 2,836 Value ($000) $313 Avg Close Range
Q4 2023
Shares 4,181 Value ($000) $426 Avg Close Range
Q3 2023
Shares 4,181 Value ($000) $413 Avg Close Range
Q2 2023
Shares 4,181 Value ($000) $421 Avg Close Range
Q1 2023
Shares 4,181 Value ($000) $425 Avg Close Range
Q4 2022
Shares 4,299 Value ($000) $448 Avg Close Range
Q3 2022
Shares 4,741 Value ($000) $433 Avg Close Range
Q2 2022
Shares 5,434 Value ($000) $546 Avg Close Range
Q1 2022
Shares 4,713 Value ($000) $504 Avg Close Range
Q4 2021
Shares 3,324 Value ($000) $336 Avg Close Range
Q3 2021
Shares 3,324 Value ($000) $313 Avg Close Range
Q2 2021
Shares 3,324 Value ($000) $321 Avg Close Range
Q1 2021
Shares 3,351 Value ($000) $318 Avg Close Range
Q4 2020
Shares 3,301 Value ($000) $289 Avg Close Range
Q3 2020
Shares 3,571 Value ($000) $287 Avg Close Range
Q2 2020
Shares 4,108 Value ($000) $333 Avg Close Range
Q1 2020
Shares 4,598 Value ($000) $329 Avg Close Range
Q4 2019
Shares 3,257 Value ($000) $319 Avg Close Range