ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 286,730 Value ($000) $19,905 Avg Close Range
Q3 2025
Shares 291,513 Value ($000) $19,846 Avg Close Range
Q2 2025
Shares 274,356 Value ($000) $17,542 Avg Close Range
Q1 2025
Shares 227,419 Value ($000) $14,050 Avg Close Range
Q4 2024
Shares 230,320 Value ($000) $14,128 Avg Close Range
Q3 2024
Shares 230,433 Value ($000) $14,446 Avg Close Range
Q2 2024
Shares 242,938 Value ($000) $13,996 Avg Close Range
Q1 2024
Shares 247,006 Value ($000) $14,341 Avg Close Range
Q4 2023
Shares 248,999 Value ($000) $13,401 Avg Close Range
Q3 2023
Shares 240,523 Value ($000) $11,913 Avg Close Range
Q2 2023
Shares 243,935 Value ($000) $12,570 Avg Close Range
Q1 2023
Shares 267,274 Value ($000) $13,361 Avg Close Range
Q4 2022
Shares 332,041 Value ($000) $16,602 Avg Close Range
Q3 2022
Shares 237,336 Value ($000) $10,554 Avg Close Range
Q2 2022
Shares 168,204 Value ($000) $8,013 Avg Close Range
Q1 2022
Shares 167,829 Value ($000) $8,964 Avg Close Range
Q4 2021
Shares 170,353 Value ($000) $9,468 Avg Close Range