ISHARES TR

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

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 20,356 Value ($000) $1,413 Avg Close Range
Q3 2025
Shares 19,473 Value ($000) $1,326 Avg Close Range
Q2 2025
Shares 20,051 Value ($000) $1,282 Avg Close Range
Q1 2025
Shares 20,360 Value ($000) $1,258 Avg Close Range
Q4 2024
Shares 13,657 Value ($000) $838 Avg Close Range
Q3 2024
Shares 13,599 Value ($000) $853 Avg Close Range
Q2 2024
Shares 13,502 Value ($000) $778 Avg Close Range
Q1 2024
Shares 14,959 Value ($000) $869 Avg Close Range
Q4 2023
Shares 15,293 Value ($000) $823 Avg Close Range
Q3 2023
Shares 49,349 Value ($000) $2,444 Avg Close Range
Q2 2023
Shares 16,956 Value ($000) $874 Avg Close Range
Q1 2023
Shares 17,789 Value ($000) $889 Avg Close Range
Q4 2022
Shares 18,643 Value ($000) $932 Avg Close Range
Q3 2022
Shares 20,562 Value ($000) $914 Avg Close Range
Q2 2022
Shares 20,863 Value ($000) $994 Avg Close Range
Q1 2022
Shares 22,715 Value ($000) $1,213 Avg Close Range
Q4 2021
Shares 13,185 Value ($000) $733 Avg Close Range
Q3 2021
Shares 13,899 Value ($000) $698 Avg Close Range
Q2 2021
Shares 21,643 Value ($000) $1,090 Avg Close Range
Q1 2021
Shares 55,848 Value ($000) $2,696 Avg Close Range
Q4 2020
Shares 37,472 Value ($000) $1,679 Avg Close Range
Q3 2020
Shares 10,783 Value ($000) $429 Avg Close Range
Q2 2020
Shares 11,614 Value ($000) $437 Avg Close Range
Q1 2020
Shares 55,242 Value ($000) $1,800 Avg Close Range
Q4 2019
Shares 513,038 Value ($000) $21,584 Avg Close Range