ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 48,144 Value ($000) $3,342 Avg Close — Range —
Q3 2025
Shares 32,349 Value ($000) $2,202 Avg Close — Range —
Q2 2025
Shares 33,047 Value ($000) $2,113 Avg Close — Range —
Q1 2025
Shares 48,144 Value ($000) $2,974 Avg Close — Range —
Q4 2024
Shares 60,774 Value ($000) $3,728 Avg Close — Range —
Q3 2024
Shares 116,335 Value ($000) $7,293 Avg Close — Range —
Q2 2024
Shares 110,378 Value ($000) $6,359 Avg Close — Range —
Q1 2024
Shares 30,713 Value ($000) $1,783 Avg Close — Range —
Q4 2023
Shares 733,466 Value ($000) $40,135 Avg Close — Range —
Q3 2023
Shares 736,950 Value ($000) $36,501 Avg Close — Range —
Q2 2023
Shares 641,946 Value ($000) $33,079 Avg Close — Range —
Q1 2023
Shares 610,412 Value ($000) $30,515 Avg Close — Range —
Q4 2022
Shares 720,005 Value ($000) $36,000 Avg Close — Range —
Q3 2022
Shares 730,614 Value ($000) $32,490 Avg Close — Range —
Q2 2022
Shares 796,856 Value ($000) $37,962 Avg Close — Range —
Q1 2022
Shares 3,020,779 Value ($000) $161,340 Avg Close — Range —
Q4 2021
Shares 2,395,290 Value ($000) $133,130 Avg Close — Range —
Q3 2021
Shares 488,003 Value ($000) $24,517 Avg Close — Range —
Q2 2021
Shares 243,140 Value ($000) $12,245 Avg Close — Range —
Q1 2021
Shares 1,102,146 Value ($000) $53,201 Avg Close — Range —
Q4 2020
Shares 211,840 Value ($000) $9,495 Avg Close — Range —
Q3 2020
Shares 137,674 Value ($000) $5,478 Avg Close — Range —
Q2 2020
Shares 116,266 Value ($000) $4,372 Avg Close — Range —
Q1 2020
Shares 32,703 Value ($000) $1,066 Avg Close — Range —
Q4 2019
Shares 325,327 Value ($000) $13,687 Avg Close — Range —
Q3 2019
Shares 23,286 Value ($000) $911 Avg Close — Range —
Q2 2019
Shares 29,404 Value ($000) $1,123 Avg Close — Range —
Q1 2019
Shares 9,481 Value ($000) $348 Avg Close — Range —
Q4 2018
Shares 10,482 Value ($000) $348 Avg Close — Range —
Q3 2018
Shares 9,643 Value ($000) $357 Avg Close — Range —