Ishares Tr core div grwth shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 62k | 53.82 |
| 2023-09-30 | $3.5M | 70k | 49.53 |
| 2023-06-30 | $3.6M | 70k | 51.53 |
| 2023-03-31 | $3.3M | 65k | 49.99 |
| 2022-12-31 | $3.0M | 60k | 50.00 |
| 2022-09-30 | $2.6M | 59k | 44.47 |
| 2022-06-30 | $2.8M | 59k | 47.65 |
| 2022-03-31 | $3.1M | 58k | 53.42 |
| 2021-12-31 | $3.1M | 56k | 55.58 |
| 2021-09-30 | $2.8M | 55k | 50.24 |
| 2021-06-30 | $2.8M | 56k | 50.37 |
| 2021-03-31 | $2.7M | 55k | 48.28 |
| 2020-12-31 | $2.8M | 63k | 44.81 |
| 2020-09-30 | $2.5M | 63k | 39.78 |
| 2020-06-30 | $2.4M | 63k | 37.59 |
| 2020-03-31 | $2.1M | 64k | 32.59 |
| 2019-12-31 | $2.8M | 66k | 42.06 |