Ishares Tr core div grwth shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64M | 937k | 68.08 |
| 2025-06-30 | $57M | 893k | 63.94 |
| 2025-03-31 | $49M | 828k | 58.78 |
| 2024-12-31 | $49M | 774k | 63.35 |
| 2024-09-30 | $44M | 703k | 62.69 |
| 2024-06-30 | $38M | 667k | 57.61 |
| 2024-03-31 | $36M | 615k | 58.06 |
| 2023-12-31 | $30M | 553k | 53.82 |
| 2023-09-30 | $13M | 261k | 49.53 |
| 2023-06-30 | $12M | 231k | 51.53 |
| 2023-03-31 | $11M | 221k | 49.99 |
| 2022-12-31 | $9.2M | 184k | 50.00 |
| 2022-09-30 | $1.9M | 42k | 44.45 |
| 2022-06-30 | $1.9M | 37k | 51.51 |
| 2022-03-31 | $354k | 6.6k | 53.35 |
| 2021-12-31 | $159k | 2.9k | 55.50 |
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