ISHARES TR

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

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 101,100 Value ($000) $7,018 Avg Close — Range —
Q3 2025
Shares 101,109 Value ($000) $6,883 Avg Close — Range —
Q2 2025
Shares 106,226 Value ($000) $6,792 Avg Close — Range —
Q1 2025
Shares 107,474 Value ($000) $6,640 Avg Close — Range —
Q4 2024
Shares 107,775 Value ($000) $6,611 Avg Close — Range —
Q3 2024
Shares 107,775 Value ($000) $6,756 Avg Close — Range —
Q2 2024
Shares 110,933 Value ($000) $6,391 Avg Close — Range —
Q1 2024
Shares 113,008 Value ($000) $6,561 Avg Close — Range —
Q4 2023
Shares 92,578 Value ($000) $4,983 Avg Close — Range —
Q3 2023
Shares 92,845 Value ($000) $4,599 Avg Close — Range —
Q2 2023
Shares 93,548 Value ($000) $4,821 Avg Close — Range —
Q1 2023
Shares 144,910 Value ($000) $7,244 Avg Close — Range —
Q4 2022
Shares 144,443 Value ($000) $7,222 Avg Close — Range —
Q3 2022
Shares 144,462 Value ($000) $6,424 Avg Close — Range —
Q2 2022
Shares 144,949 Value ($000) $6,905 Avg Close — Range —
Q1 2022
Shares 143,412 Value ($000) $7,660 Avg Close — Range —
Q4 2021
Shares 146,167 Value ($000) $8,124 Avg Close — Range —
Q3 2021
Shares 146,009 Value ($000) $7,336 Avg Close — Range —
Q2 2021
Shares 141,910 Value ($000) $7,147 Avg Close — Range —
Q4 2020
Shares 149,866 Value ($000) $6,717 Avg Close — Range —
Q3 2020
Shares 160,796 Value ($000) $6,398 Avg Close — Range —
Q2 2020
Shares 178,364 Value ($000) $6,706 Avg Close — Range —
Q1 2020
Shares 209,008 Value ($000) $6,812 Avg Close — Range —
Q4 2019
Shares 738,761 Value ($000) $31,080 Avg Close — Range —
Q3 2019
Shares 687,535 Value ($000) $26,910 Avg Close — Range —
Q2 2019
Shares 632,540 Value ($000) $24,163 Avg Close — Range —
Q1 2019
Shares 371,329 Value ($000) $13,646 Avg Close — Range —