Ishares Tr core div grwth shares owned by Fermata Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 49k | 69.42 |
| 2025-09-30 | $3.5M | 51k | 68.08 |
| 2025-06-30 | $3.5M | 54k | 63.94 |
| 2025-03-31 | $3.7M | 60k | 61.78 |
| 2024-12-31 | $3.8M | 63k | 61.34 |
| 2024-09-30 | $4.5M | 72k | 62.69 |
| 2024-06-30 | $4.2M | 73k | 57.61 |
| 2024-03-31 | $4.3M | 74k | 58.06 |
| 2023-12-31 | $3.9M | 73k | 53.82 |
| 2023-09-30 | $3.5M | 71k | 49.54 |
| 2023-06-30 | $1.8M | 35k | 51.54 |
| 2023-03-31 | $2.5M | 50k | 49.99 |
| 2022-12-31 | $19M | 371k | 50.00 |
| 2022-09-30 | $16M | 367k | 44.47 |
| 2022-06-30 | $14M | 299k | 47.64 |
| 2022-03-31 | $4.0M | 74k | 53.42 |
| 2021-12-31 | $4.4M | 79k | 55.59 |
| 2021-09-30 | $4.9M | 97k | 50.24 |
| 2021-06-30 | $4.7M | 93k | 50.37 |
| 2021-03-31 | $4.4M | 90k | 48.30 |