Ishares Tr core div grwth shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 5.1k | 68.09 |
| 2025-06-30 | $342k | 5.3k | 63.94 |
| 2025-03-31 | $479k | 7.8k | 61.78 |
| 2024-12-31 | $658k | 11k | 61.34 |
| 2024-09-30 | $771k | 12k | 62.69 |
| 2024-06-30 | $718k | 13k | 57.61 |
| 2024-03-31 | $770k | 13k | 58.06 |
| 2023-09-30 | $839k | 17k | 49.53 |
| 2023-06-30 | $876k | 17k | 51.53 |
| 2023-03-31 | $918k | 18k | 49.99 |
| 2022-12-31 | $950k | 19k | 50.00 |
| 2022-03-31 | $253k | 4.7k | 53.48 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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