ISHARES TR

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

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 16,238 Value ($000) $1,127 Avg Close Range
Q3 2025
Shares 16,236 Value ($000) $1,105 Avg Close Range
Q2 2025
Shares 14,652 Value ($000) $937 Avg Close Range
Q1 2025
Shares 14,423 Value ($000) $891 Avg Close Range
Q4 2024
Shares 14,458 Value ($000) $887 Avg Close Range
Q3 2024
Shares 11,524 Value ($000) $722 Avg Close Range
Q2 2024
Shares 9,743 Value ($000) $561 Avg Close Range
Q1 2024
Shares 8,833 Value ($000) $500 Avg Close Range
Q4 2023
Shares 10,206 Value ($000) $549 Avg Close Range
Q3 2023
Shares 14,461 Value ($000) $716 Avg Close Range
Q2 2023
Shares 11,084 Value ($000) $571 Avg Close Range
Q1 2023
Shares 10,224 Value ($000) $511 Avg Close Range
Q4 2022
Shares 9,420 Value ($000) $471 Avg Close Range
Q1 2021
Shares 2,199 Value ($000) $106 Avg Close Range
Q4 2020
Shares 2,157 Value ($000) $97 Avg Close Range
Q3 2020
Shares 2,135 Value ($000) $85 Avg Close Range
Q2 2020
Shares 2,194 Value ($000) $82 Avg Close Range
Q1 2020
Shares 479 Value ($000) $17 Avg Close Range
Q2 2019
Shares 1,592 Value ($000) $61 Avg Close Range
Q1 2018
Shares 74 Value ($000) $3 Avg Close Range