ISHARES TR

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

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 355,124 Value ($000) $24,653 Avg Close — Range —
Q3 2025
Shares 355,451 Value ($000) $24,199 Avg Close — Range —
Q1 2025
Shares 341,452 Value ($000) $21,095 Avg Close — Range —
Q4 2024
Shares 334,576 Value ($000) $20,523 Avg Close — Range —
Q3 2024
Shares 238,390 Value ($000) $14,945 Avg Close — Range —
Q2 2024
Shares 221,329 Value ($000) $12,751 Avg Close — Range —
Q1 2024
Shares 189,577 Value ($000) $11,007 Avg Close — Range —
Q4 2023
Shares 179,472 Value ($000) $9,659 Avg Close — Range —
Q3 2023
Shares 146,980 Value ($000) $7,280 Avg Close — Range —
Q2 2023
Shares 143,899 Value ($000) $7,415 Avg Close — Range —
Q1 2023
Shares 164,052 Value ($000) $8,201 Avg Close — Range —
Q4 2022
Shares 126,974 Value ($000) $6,348 Avg Close — Range —
Q3 2022
Shares 120,877 Value ($000) $5,375 Avg Close — Range —
Q2 2022
Shares 115,630 Value ($000) $5,508 Avg Close — Range —
Q1 2022
Shares 122,358 Value ($000) $6,535 Avg Close — Range —
Q4 2021
Shares 133,497 Value ($000) $7,420 Avg Close — Range —
Q3 2021
Shares 130,984 Value ($000) $6,581 Avg Close — Range —
Q2 2021
Shares 130,311 Value ($000) $6,734 Avg Close — Range —
Q1 2021
Shares 109,193 Value ($000) $5,270 Avg Close — Range —
Q4 2020
Shares 103,405 Value ($000) $4,635 Avg Close — Range —
Q3 2020
Shares 101,566 Value ($000) $4,041 Avg Close — Range —
Q2 2020
Shares 101,056 Value ($000) $3,800 Avg Close — Range —
Q1 2020
Shares 95,560 Value ($000) $3,114 Avg Close — Range —
Q4 2019
Shares 84,991 Value ($000) $3,575 Avg Close — Range —