Ishares Tr core div grwth shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 250k | 62.69 |
| 2024-06-30 | $17M | 289k | 57.61 |
| 2024-03-31 | $18M | 305k | 58.06 |
| 2023-12-31 | $19M | 347k | 53.82 |
| 2023-09-30 | $23M | 469k | 49.53 |
| 2023-06-30 | $26M | 508k | 51.53 |
| 2023-03-31 | $24M | 474k | 49.99 |
| 2022-12-31 | $25M | 499k | 50.00 |
| 2022-09-30 | $29M | 658k | 44.47 |
| 2022-06-30 | $31M | 652k | 47.64 |
| 2022-03-31 | $37M | 701k | 53.41 |
| 2021-12-31 | $41M | 728k | 55.58 |
| 2021-09-30 | $34M | 677k | 50.24 |
| 2021-06-30 | $38M | 759k | 50.36 |
| 2021-03-31 | $33M | 673k | 48.27 |
| 2020-12-31 | $267k | 6.0k | 44.82 |