ISHARES TR

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

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 1,254,894 Value ($000) $87,115 Avg Close — Range —
Q3 2025
Shares 1,234,578 Value ($000) $84,050 Avg Close — Range —
Q2 2025
Shares 1,211,386 Value ($000) $77,456 Avg Close — Range —
Q1 2025
Shares 1,200,685 Value ($000) $74,178 Avg Close — Range —
Q4 2024
Shares 1,199,535 Value ($000) $73,579 Avg Close — Range —
Q3 2024
Shares 1,121,862 Value ($000) $69,769 Avg Close — Range —
Q2 2024
Shares 898,561 Value ($000) $53,330 Avg Close — Range —
Q1 2024
Shares 901,724 Value ($000) $49,865 Avg Close — Range —
Q4 2023
Shares 1,015,689 Value ($000) $54,664 Avg Close — Range —