Ishares Tr core div grwth shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Avantra Family Wealth 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 Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 68.08 |
| 2025-06-30 | $637k | 10k | 63.94 |
| 2025-03-31 | $1.1M | 17k | 61.78 |
| 2024-12-31 | $1.0M | 16k | 61.34 |