ISHARES TR

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

Core Wealth Advisors, Inc.'s Holding History (CIK: 0001770532)

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

Q4 2025
Shares 6,917 Value ($000) $480 Avg Close Range
Q3 2025
Shares 6,990 Value ($000) $476 Avg Close Range
Q2 2025
Shares 6,990 Value ($000) $447 Avg Close Range
Q1 2025
Shares 6,990 Value ($000) $432 Avg Close Range
Q4 2024
Shares 6,990 Value ($000) $429 Avg Close Range
Q3 2024
Shares 6,917 Value ($000) $434 Avg Close Range
Q2 2024
Shares 6,941 Value ($000) $400 Avg Close Range
Q1 2024
Shares 6,941 Value ($000) $403 Avg Close Range
Q4 2023
Shares 7,103 Value ($000) $382 Avg Close Range
Q3 2023
Shares 7,103 Value ($000) $352 Avg Close Range
Q2 2023
Shares 7,002 Value ($000) $361 Avg Close Range
Q1 2023
Shares 6,982 Value ($000) $349 Avg Close Range
Q4 2022
Shares 6,480 Value ($000) $324 Avg Close Range
Q3 2022
Shares 6,424 Value ($000) $286 Avg Close Range
Q2 2022
Shares 7,503 Value ($000) $357 Avg Close Range
Q1 2022
Shares 9,854 Value ($000) $526 Avg Close Range
Q4 2021
Shares 8,588 Value ($000) $477 Avg Close Range
Q3 2021
Shares 8,081 Value ($000) $406 Avg Close Range
Q2 2021
Shares 7,775 Value ($000) $392 Avg Close Range
Q1 2021
Shares 7,725 Value ($000) $373 Avg Close Range
Q4 2020
Shares 8,202 Value ($000) $368 Avg Close Range
Q3 2020
Shares 18,369 Value ($000) $731 Avg Close Range
Q2 2020
Shares 65,454 Value ($000) $2,461 Avg Close Range
Q1 2020
Shares 2,375 Value ($000) $77 Avg Close Range