Ishares Tr core div grwth shares owned by Calton & Associates
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 62k | 68.08 |
| 2025-06-30 | $3.8M | 59k | 63.94 |
| 2025-03-31 | $2.9M | 27k | 108.69 |
| 2022-12-31 | $505k | 10k | 50.00 |
| 2022-03-31 | $2.5M | 47k | 53.41 |
| 2021-12-31 | $2.9M | 53k | 55.57 |
| 2021-09-30 | $7.2M | 144k | 50.24 |
| 2021-06-30 | $1.7M | 34k | 50.69 |
| 2021-03-31 | $1.4M | 28k | 48.29 |
| 2020-12-31 | $952k | 21k | 44.82 |
| 2020-09-30 | $329k | 8.3k | 39.76 |
| 2020-06-30 | $311k | 8.3k | 37.58 |
| 2020-03-31 | $313k | 9.6k | 32.63 |
| 2019-12-31 | $305k | 7.3k | 42.07 |
| 2019-09-30 | $284k | 7.3k | 39.17 |
| 2019-06-30 | $255k | 6.7k | 38.20 |
| 2019-03-31 | $217k | 5.9k | 36.67 |
| 2017-12-31 | $55k | 1.5k | 36.14 |