ISHARES TR

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 143,950 Value ($000) $9,993 Avg Close — Range —
Q3 2025
Shares 157,259 Value ($000) $10,706 Avg Close — Range —
Q2 2025
Shares 158,631 Value ($000) $10,143 Avg Close — Range —
Q1 2025
Shares 146,868 Value ($000) $9,074 Avg Close — Range —
Q4 2024
Shares 147,404 Value ($000) $9,042 Avg Close — Range —
Q3 2024
Shares 149,969 Value ($000) $9,402 Avg Close — Range —
Q2 2024
Shares 153,131 Value ($000) $8,822 Avg Close — Range —
Q1 2024
Shares 165,147 Value ($000) $9,588 Avg Close — Range —
Q4 2023
Shares 152,465 Value ($000) $8,206 Avg Close — Range —
Q3 2023
Shares 155,104 Value ($000) $7,682 Avg Close — Range —
Q2 2023
Shares 159,553 Value ($000) $8,222 Avg Close — Range —
Q1 2023
Shares 158,036 Value ($000) $7,900 Avg Close — Range —
Q4 2022
Shares 203,474 Value ($000) $10,174 Avg Close — Range —
Q3 2022
Shares 218,371 Value ($000) $9,711 Avg Close — Range —
Q2 2022
Shares 28,557 Value ($000) $1,360 Avg Close — Range —