ISHARES TR

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

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 373,540 Value ($000) $27,646 Avg Close — Range —
Q3 2025
Shares 364,535 Value ($000) $24,398 Avg Close — Range —
Q2 2025
Shares 369,708 Value ($000) $23,964 Avg Close — Range —
Q1 2025
Shares 361,780 Value ($000) $19,977 Avg Close — Range —
Q3 2024
Shares 342,909 Value ($000) $21,908 Avg Close — Range —
Q2 2024
Shares 354,844 Value ($000) $20,496 Avg Close — Range —
Q1 2024
Shares 348,412 Value ($000) $20,180 Avg Close — Range —
Q3 2023
Shares 351,465 Value ($000) $17,436 Avg Close — Range —
Q2 2023
Shares 346,757 Value ($000) $18,191 Avg Close — Range —
Q1 2023
Shares 333,100 Value ($000) $16,718 Avg Close — Range —