Ishares Tr core div grwth shares owned by Capital Planning
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 240k | 68.08 |
| 2025-06-30 | $16M | 242k | 63.94 |
| 2025-03-31 | $22M | 347k | 61.78 |
| 2024-12-31 | $21M | 349k | 61.34 |
| 2024-09-30 | $22M | 344k | 62.69 |
| 2024-06-30 | $20M | 343k | 57.61 |
| 2024-03-31 | $20M | 339k | 58.06 |
| 2023-12-31 | $17M | 318k | 53.82 |
| 2023-09-30 | $15M | 296k | 49.92 |
| 2023-06-30 | $15M | 292k | 51.53 |
| 2023-03-31 | $14M | 289k | 49.99 |
| 2022-12-31 | $14M | 286k | 50.00 |
| 2022-09-30 | $13M | 283k | 44.47 |
| 2022-06-30 | $13M | 280k | 47.64 |
| 2022-03-31 | $14M | 262k | 53.41 |
| 2021-12-31 | $15M | 266k | 55.58 |
| 2021-09-30 | $13M | 262k | 50.24 |
| 2021-06-30 | $13M | 256k | 50.36 |
| 2021-03-31 | $12M | 244k | 48.27 |
| 2020-12-31 | $10M | 229k | 44.82 |