Ishares Tr core div grwth shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $257k | 4.4k | 58.07 |
| 2023-12-31 | $235k | 4.4k | 53.82 |
| 2023-09-30 | $231k | 4.7k | 49.54 |
| 2023-06-30 | $236k | 4.6k | 51.53 |
| 2023-03-31 | $226k | 4.5k | 49.99 |
| 2022-12-31 | $234k | 4.7k | 50.00 |
| 2022-09-30 | $206k | 4.7k | 44.29 |
| 2022-06-30 | $212k | 4.5k | 47.52 |
| 2022-03-31 | $230k | 4.4k | 52.15 |
| 2021-12-31 | $300k | 5.4k | 55.47 |
| 2021-09-30 | $256k | 5.1k | 50.12 |
| 2021-06-30 | $268k | 5.3k | 50.31 |
| 2020-12-31 | $1.0k | 28 | 35.71 |
| 2020-09-30 | $1.0k | 28 | 35.71 |
| 2020-06-30 | $1.0k | 28 | 35.71 |
| 2019-12-31 | $3.2M | 76k | 42.07 |
| 2019-09-30 | $2.7M | 68k | 39.13 |
| 2019-06-30 | $3.2M | 83k | 38.20 |
| 2018-12-31 | $1.6M | 48k | 33.17 |
| 2018-09-30 | $1.3M | 35k | 37.29 |
| 2018-06-30 | $1.2M | 34k | 34.45 |
| 2018-03-31 | $1.0M | 30k | 33.89 |
| 2017-12-31 | $796k | 23k | 34.77 |
More positions owned by TRUE Private Wealth Advisors
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