ISHARES TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 262,625 Value ($000) $19,187 Avg Close — Range —
Q3 2025
Shares 269,918 Value ($000) $18,511 Avg Close — Range —
Q2 2025
Shares 256,739 Value ($000) $16,642 Avg Close — Range —
Q1 2025
Shares 248,475 Value ($000) $14,021 Avg Close — Range —
Q4 2024
Shares 256,076 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 253,992 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 142,546 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 130,557 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 127,640 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 109,159 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 16,536 Value ($000) $1 Avg Close — Range —