ISHARES TR

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

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 25,924 Value ($000) $1,800 Avg Close Range
Q2 2025
Shares 27,144 Value ($000) $1,736 Avg Close Range
Q1 2025
Shares 27,294 Value ($000) $1,686 Avg Close Range
Q4 2024
Shares 27,014 Value ($000) $1,657 Avg Close Range
Q3 2024
Shares 27,014 Value ($000) $1,694 Avg Close Range
Q2 2024
Shares 27,014 Value ($000) $1,556 Avg Close Range
Q1 2024
Shares 27,339 Value ($000) $1,587 Avg Close Range
Q4 2023
Shares 27,339 Value ($000) $1,471 Avg Close Range
Q3 2023
Shares 28,089 Value ($000) $1,391 Avg Close Range
Q2 2023
Shares 28,089 Value ($000) $1,447 Avg Close Range
Q1 2023
Shares 30,460 Value ($000) $1,523 Avg Close Range
Q4 2022
Shares 31,100 Value ($000) $1,555 Avg Close Range
Q3 2022
Shares 31,080 Value ($000) $1,382 Avg Close Range
Q2 2022
Shares 32,855 Value ($000) $1,565 Avg Close Range
Q1 2022
Shares 34,305 Value ($000) $1,832 Avg Close Range
Q4 2021
Shares 31,505 Value ($000) $1,751 Avg Close Range
Q3 2021
Shares 29,450 Value ($000) $1,480 Avg Close Range
Q2 2021
Shares 28,040 Value ($000) $1,412 Avg Close Range
Q1 2021
Shares 22,610 Value ($000) $1,091 Avg Close Range
Q4 2020
Shares 11,805 Value ($000) $529 Avg Close Range
Q3 2020
Shares 10,325 Value ($000) $411 Avg Close Range
Q2 2020
Shares 7,685 Value ($000) $289 Avg Close Range