ISHARES TR

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 1,298,467 Value ($000) $90,140 Avg Close — Range —
Q3 2025
Shares 1,253,661 Value ($000) $85,349 Avg Close — Range —
Q2 2025
Shares 1,243,746 Value ($000) $79,525 Avg Close — Range —
Q1 2025
Shares 1,241,908 Value ($000) $76,725 Avg Close — Range —
Q4 2024
Shares 1,205,081 Value ($000) $76,583 Avg Close — Range —
Q3 2024
Shares 1,103,996 Value ($000) $69,210 Avg Close — Range —
Q2 2024
Shares 1,079,167 Value ($000) $62,171 Avg Close — Range —
Q1 2024
Shares 1,020,945 Value ($000) $59,276 Avg Close — Range —
Q4 2023
Shares 970,277 Value ($000) $52,220 Avg Close — Range —
Q3 2023
Shares 911,987 Value ($000) $45,171 Avg Close — Range —
Q2 2023
Shares 867,635 Value ($000) $44,709 Avg Close — Range —
Q1 2023
Shares 829,125 Value ($000) $41,448 Avg Close — Range —
Q4 2022
Shares 762,004 Value ($000) $38,100 Avg Close — Range —
Q2 2022
Shares 571,014 Value ($000) $27,203 Avg Close — Range —
Q1 2022
Shares 488,339 Value ($000) $26,082 Avg Close — Range —
Q4 2021
Shares 419,704 Value ($000) $23,327 Avg Close — Range —