Ishares Tr core div grwth shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 125k | 68.08 |
| 2025-06-30 | $416k | 6.5k | 63.94 |
| 2025-03-31 | $415k | 6.7k | 61.78 |
| 2024-12-31 | $482k | 7.9k | 61.34 |
More positions owned by Bernard Wealth Management Corp.
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