ISHARES TR

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

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 6,426 Value ($000) $446 Avg Close Range
Q3 2025
Shares 6,570 Value ($000) $447 Avg Close Range
Q2 2025
Shares 6,570 Value ($000) $420 Avg Close Range
Q1 2025
Shares 6,570 Value ($000) $406 Avg Close Range
Q4 2024
Shares 7,778 Value ($000) $477 Avg Close Range
Q3 2024
Shares 7,778 Value ($000) $488 Avg Close Range
Q2 2024
Shares 7,468 Value ($000) $430 Avg Close Range
Q1 2024
Shares 7,859 Value ($000) $456 Avg Close Range
Q4 2023
Shares 7,859 Value ($000) $423 Avg Close Range
Q3 2023
Shares 7,859 Value ($000) $389 Avg Close Range
Q2 2023
Shares 7,859 Value ($000) $405 Avg Close Range
Q1 2023
Shares 7,869 Value ($000) $393 Avg Close Range
Q4 2022
Shares 7,673 Value ($000) $384 Avg Close Range
Q3 2022
Shares 7,951 Value ($000) $354 Avg Close Range
Q2 2022
Shares 7,951 Value ($000) $379 Avg Close Range
Q4 2021
Shares 8,181 Value ($000) $455 Avg Close Range
Q1 2021
Shares 8,081 Value ($000) $432 Avg Close Range