ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 715,165 Value ($000) $49,647 Avg Close — Range —
Q3 2025
Shares 525,677 Value ($000) $35,788 Avg Close — Range —
Q2 2025
Shares 512,290 Value ($000) $32,756 Avg Close — Range —
Q1 2025
Shares 497,787 Value ($000) $30,753 Avg Close — Range —
Q4 2024
Shares 490,954 Value ($000) $30,115 Avg Close — Range —
Q3 2024
Shares 186,470 Value ($000) $11,690 Avg Close — Range —
Q2 2024
Shares 182,618 Value ($000) $10,521 Avg Close — Range —
Q1 2024
Shares 167,493 Value ($000) $9,725 Avg Close — Range —
Q4 2023
Shares 148,973 Value ($000) $8,018 Avg Close — Range —
Q3 2023
Shares 147,357 Value ($000) $7,299 Avg Close — Range —
Q2 2023
Shares 150,703 Value ($000) $7,766 Avg Close — Range —
Q1 2023
Shares 143,124 Value ($000) $7,155 Avg Close — Range —
Q4 2022
Shares 135,249 Value ($000) $6,762 Avg Close — Range —