ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 14,681 Value ($000) $1,019 Avg Close — Range —
Q3 2025
Shares 18,061 Value ($000) $1,230 Avg Close — Range —
Q2 2025
Shares 20,351 Value ($000) $1,301 Avg Close — Range —
Q1 2025
Shares 20,421 Value ($000) $1,262 Avg Close — Range —
Q4 2024
Shares 20,321 Value ($000) $1,246 Avg Close — Range —
Q3 2024
Shares 20,036 Value ($000) $1,256 Avg Close — Range —
Q2 2024
Shares 20,036 Value ($000) $1,154 Avg Close — Range —
Q1 2024
Shares 20,286 Value ($000) $1,178 Avg Close — Range —
Q4 2023
Shares 20,286 Value ($000) $1,092 Avg Close — Range —
Q3 2023
Shares 20,826 Value ($000) $1,032 Avg Close — Range —
Q2 2023
Shares 20,531 Value ($000) $1,058 Avg Close — Range —
Q1 2023
Shares 20,631 Value ($000) $1,031 Avg Close — Range —
Q4 2022
Shares 20,631 Value ($000) $1,032 Avg Close — Range —
Q3 2022
Shares 194,901 Value ($000) $8,667 Avg Close — Range —
Q2 2022
Shares 193,017 Value ($000) $9,195 Avg Close — Range —
Q1 2022
Shares 189,857 Value ($000) $10,140 Avg Close — Range —
Q4 2021
Shares 184,637 Value ($000) $10,262 Avg Close — Range —
Q3 2021
Shares 178,799 Value ($000) $8,983 Avg Close — Range —
Q2 2021
Shares 178,160 Value ($000) $8,972 Avg Close — Range —
Q1 2021
Shares 178,706 Value ($000) $8,626 Avg Close — Range —
Q4 2020
Shares 203,368 Value ($000) $9,115 Avg Close — Range —