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Ishares Tr core div grwth shares owned by West Branch Capital

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $153k 2.6k 58.05
2023-12-31 $145k 2.7k 53.82
2023-09-30 $128k 2.6k 49.54
2023-06-30 $133k 2.6k 51.54
2023-03-31 $128k 2.6k 49.99
2022-12-31 $128k 2.6k 50.01
2022-09-30 $113k 2.5k 44.59
2022-06-30 $120k 2.5k 47.71
2022-03-31 $134k 2.5k 53.54
2021-12-31 $138k 2.5k 55.42
2021-09-30 $124k 2.5k 50.06
2021-06-30 $124k 2.5k 50.30