Ishares Tr core div grwth shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Balboa Wealth Partners 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 Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 25k | 62.69 |
| 2024-06-30 | $1.1M | 18k | 57.61 |
| 2024-03-31 | $519k | 8.9k | 58.06 |
| 2023-12-31 | $485k | 9.0k | 53.82 |
| 2023-09-30 | $449k | 9.1k | 49.53 |
| 2023-06-30 | $369k | 7.2k | 51.53 |
| 2023-03-31 | $362k | 7.2k | 49.99 |
| 2022-12-31 | $340k | 6.8k | 50.00 |
| 2022-09-30 | $298k | 6.7k | 44.47 |