ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 503,026 Value ($000) $34,920 Avg Close Range
Q3 2025
Shares 496,745 Value ($000) $33,818 Avg Close Range
Q2 2025
Shares 456,285 Value ($000) $29,175 Avg Close Range
Q1 2025
Shares 394,539 Value ($000) $24,375 Avg Close Range
Q4 2024
Shares 350,453 Value ($000) $21,497 Avg Close Range
Q3 2024
Shares 173,356 Value ($000) $10,868 Avg Close Range
Q2 2024
Shares 139,611 Value ($000) $8,043 Avg Close Range
Q1 2024
Shares 117,951 Value ($000) $6,848 Avg Close Range
Q4 2023
Shares 76,042 Value ($000) $4,093 Avg Close Range
Q3 2023
Shares 70,766 Value ($000) $3,505 Avg Close Range
Q2 2023
Shares 70,766 Value ($000) $3,647 Avg Close Range
Q4 2022
Shares 70,198 Value ($000) $3,510 Avg Close Range
Q3 2022
Shares 50,084 Value ($000) $2,227 Avg Close Range
Q2 2022
Shares 35,300 Value ($000) $1,682 Avg Close Range
Q4 2021
Shares 4,350 Value ($000) $242 Avg Close Range
Q3 2021
Shares 4,350 Value ($000) $219 Avg Close Range
Q2 2021
Shares 219 Value ($000) $219 Avg Close Range