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Ishares Tr core div grwth shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Ishares Tr core div grwth

20202021202220232024202501M2M020k40k60k
Value ($)Share countHistorical DGRO position of Core Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr core div grwth held by Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $434k 6.9k 62.69
2024-06-30 $400k 6.9k 57.61
2024-03-31 $403k 6.9k 58.06
2023-09-30 $352k 7.1k 49.53
2023-06-30 $361k 7.0k 51.53
2023-03-31 $349k 7.0k 49.99
2022-12-31 $324k 6.5k 50.00
2022-09-30 $286k 6.4k 44.52
2022-06-30 $357k 7.5k 47.58
2022-03-31 $526k 9.9k 53.38
2021-12-31 $477k 8.6k 55.54
2021-09-30 $406k 8.1k 50.24
2021-06-30 $392k 7.8k 50.42
2021-03-31 $373k 7.7k 48.28
2020-12-31 $368k 8.2k 44.87
2020-09-30 $731k 18k 39.80
2020-06-30 $2.5M 66k 37.60
2020-03-31 $77k 2.4k 32.42