ISHARES TR

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

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 23,612 Value ($000) $1,639 Avg Close Range
Q3 2025
Shares 23,612 Value ($000) $1,608 Avg Close Range
Q2 2025
Shares 23,632 Value ($000) $1,511 Avg Close Range
Q1 2025
Shares 25,254 Value ($000) $1,560 Avg Close Range
Q4 2024
Shares 25,254 Value ($000) $1,594 Avg Close Range
Q3 2024
Shares 25,254 Value ($000) $1,576 Avg Close Range
Q2 2024
Shares 25,362 Value ($000) $1,461 Avg Close Range
Q1 2024
Shares 25,492 Value ($000) $1,480 Avg Close Range
Q4 2023
Shares 25,492 Value ($000) $1,395 Avg Close Range
Q3 2023
Shares 27,050 Value ($000) $1,340 Avg Close Range
Q2 2023
Shares 27,050 Value ($000) $1,437 Avg Close Range
Q1 2023
Shares 27,050 Value ($000) $1,372 Avg Close Range
Q4 2022
Shares 27,050 Value ($000) $1,401 Avg Close Range