ISHARES TR

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

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

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

Q4 2025
Shares 25,287 Value ($000) $3,075 Avg Close — Range —
Q3 2025
Shares 25,018 Value ($000) $3,063 Avg Close — Range —
Q2 2025
Shares 104,075 Value ($000) $12,194 Avg Close — Range —
Q1 2025
Shares 11,802 Value ($000) $1,429 Avg Close — Range —
Q4 2024
Shares 3,916 Value ($000) $440 Avg Close — Range —
Q3 2024
Shares 4,731 Value ($000) $556 Avg Close — Range —
Q2 2024
Shares 4,763 Value ($000) $518 Avg Close — Range —
Q1 2024
Shares 4,674 Value ($000) $515 Avg Close — Range —
Q4 2023
Shares 5,342 Value ($000) $545 Avg Close — Range —
Q3 2023
Shares 5,975 Value ($000) $591 Avg Close — Range —
Q2 2023
Shares 6,319 Value ($000) $637 Avg Close — Range —
Q1 2023
Shares 7,812 Value ($000) $794 Avg Close — Range —
Q4 2022
Shares 8,232 Value ($000) $858 Avg Close — Range —
Q3 2022
Shares 5,891 Value ($000) $538 Avg Close — Range —
Q2 2022
Shares 5,661 Value ($000) $569 Avg Close — Range —
Q1 2022
Shares 5,571 Value ($000) $595 Avg Close — Range —
Q4 2021
Shares 5,433 Value ($000) $549 Avg Close — Range —
Q3 2021
Shares 5,439 Value ($000) $513 Avg Close — Range —
Q2 2021
Shares 5,416 Value ($000) $523 Avg Close — Range —
Q1 2021
Shares 4,956 Value ($000) $470 Avg Close — Range —