ISHARES TR

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 340,396 Value ($000) $23,630 Avg Close — Range —
Q3 2025
Shares 338,467 Value ($000) $23,043 Avg Close — Range —
Q2 2025
Shares 321,004 Value ($000) $20,525 Avg Close — Range —
Q1 2025
Shares 315,468 Value ($000) $19,490 Avg Close — Range —
Q4 2024
Shares 305,245 Value ($000) $18,724 Avg Close — Range —
Q3 2024
Shares 298,478 Value ($000) $18,712 Avg Close — Range —
Q2 2024
Shares 295,091 Value ($000) $17,000 Avg Close — Range —
Q1 2024
Shares 285,668 Value ($000) $16,586 Avg Close — Range —
Q4 2023
Shares 278,135 Value ($000) $14,969 Avg Close — Range —
Q3 2023
Shares 275,767 Value ($000) $13,659 Avg Close — Range —
Q2 2023
Shares 271,376 Value ($000) $13,984 Avg Close — Range —
Q1 2023
Shares 269,929 Value ($000) $13,494 Avg Close — Range —
Q4 2022
Shares 265,636 Value ($000) $13,282 Avg Close — Range —
Q3 2022
Shares 258,547 Value ($000) $11,498 Avg Close — Range —
Q2 2022
Shares 256,531 Value ($000) $12,221 Avg Close — Range —
Q1 2022
Shares 247,906 Value ($000) $13,241 Avg Close — Range —
Q4 2021
Shares 233,146 Value ($000) $12,958 Avg Close — Range —
Q3 2021
Shares 225,753 Value ($000) $11,342 Avg Close — Range —
Q2 2021
Shares 221,235 Value ($000) $11,141 Avg Close — Range —
Q1 2021
Shares 212,068 Value ($000) $10,237 Avg Close — Range —
Q4 2020
Shares 203,659 Value ($000) $9,128 Avg Close — Range —
Q3 2020
Shares 197,260 Value ($000) $7,849 Avg Close — Range —
Q2 2020
Shares 183,809 Value ($000) $6,983 Avg Close — Range —
Q1 2020
Shares 174,175 Value ($000) $5,676 Avg Close — Range —
Q4 2019
Shares 151,318 Value ($000) $6,366 Avg Close — Range —
Q3 2019
Shares 145,389 Value ($000) $5,691 Avg Close — Range —
Q2 2019
Shares 137,127 Value ($000) $5,238 Avg Close — Range —
Q1 2019
Shares 130,973 Value ($000) $4,813 Avg Close — Range —
Q4 2018
Shares 126,585 Value ($000) $4,200 Avg Close — Range —