Ishares Tr core div grwth shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr core div grwth
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr core div grwth held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr core div grwth by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 5.5k | 68.05 |
| 2025-06-30 | $350k | 5.5k | 63.90 |
| 2025-03-31 | $399k | 6.5k | 61.73 |
| 2024-12-31 | $312k | 5.1k | 61.33 |
| 2024-09-30 | $364k | 5.8k | 62.67 |
| 2024-06-30 | $497k | 8.6k | 57.63 |
| 2024-03-31 | $456k | 7.8k | 58.10 |
| 2023-12-31 | $421k | 7.8k | 53.76 |
| 2023-09-30 | $434k | 8.8k | 49.53 |
| 2023-06-30 | $419k | 8.1k | 51.51 |
| 2022-12-31 | $264k | 5.3k | 50.03 |