ISHARES TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 6,674 Value ($000) $812 Avg Close Range
Q3 2025
Shares 6,674 Value ($000) $817 Avg Close Range
Q2 2025
Shares 6,765 Value ($000) $793 Avg Close Range
Q1 2025
Shares 6,765 Value ($000) $819 Avg Close Range
Q4 2024
Shares 6,765 Value ($000) $759 Avg Close Range
Q3 2024
Shares 7,455 Value ($000) $877 Avg Close Range
Q2 2024
Shares 7,455 Value ($000) $810 Avg Close Range
Q1 2024
Shares 7,455 Value ($000) $822 Avg Close Range
Q4 2023
Shares 8,455 Value ($000) $862 Avg Close Range
Q3 2023
Shares 8,455 Value ($000) $836 Avg Close Range
Q2 2023
Shares 8,746 Value ($000) $882 Avg Close Range
Q1 2023
Shares 8,746 Value ($000) $889 Avg Close Range
Q4 2022
Shares 8,746 Value ($000) $912 Avg Close Range
Q3 2022
Shares 8,746 Value ($000) $798 Avg Close Range
Q2 2022
Shares 8,746 Value ($000) $878 Avg Close Range
Q1 2022
Shares 9,823 Value ($000) $1,049 Avg Close Range
Q4 2021
Shares 10,097 Value ($000) $1,019 Avg Close Range