Ishares Tr core div grwth shares owned by Financial Perspectives
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 66k | 68.08 |
| 2025-06-30 | $4.0M | 62k | 63.94 |
| 2025-03-31 | $3.5M | 56k | 61.78 |
| 2024-12-31 | $3.2M | 52k | 61.34 |
| 2024-09-30 | $3.2M | 50k | 62.69 |
| 2024-06-30 | $2.7M | 47k | 57.61 |
| 2024-03-31 | $2.7M | 46k | 58.06 |
| 2023-12-31 | $2.3M | 43k | 53.82 |
| 2023-09-30 | $2.0M | 40k | 49.53 |
| 2023-06-30 | $1.9M | 37k | 51.53 |
| 2023-03-31 | $1.8M | 36k | 49.99 |
| 2022-12-31 | $1.6M | 31k | 50.00 |
| 2022-09-30 | $822k | 19k | 44.47 |
| 2022-06-30 | $522k | 11k | 47.64 |
| 2022-03-31 | $315k | 5.9k | 53.41 |
| 2021-12-31 | $224k | 4.0k | 55.58 |
| 2021-09-30 | $118k | 2.3k | 50.23 |
| 2021-06-30 | $99k | 2.0k | 50.36 |
| 2021-03-31 | $1.3M | 64k | 20.71 |
| 2020-12-31 | $33k | 727 | 44.81 |
| 2020-09-30 | $24k | 593 | 39.79 |
| 2020-06-30 | $21k | 563 | 37.59 |
| 2020-03-31 | $15k | 455 | 32.58 |
| 2019-12-31 | $18k | 419 | 42.12 |