Ishares Tr core div grwth shares owned by Forte Asset Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Forte Asset Management 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 Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 162k | 62.69 |
| 2024-06-30 | $9.7M | 168k | 57.61 |
| 2024-03-31 | $9.6M | 165k | 58.06 |
| 2023-12-31 | $10M | 185k | 53.82 |
| 2023-09-30 | $11M | 213k | 49.92 |
| 2023-06-30 | $11M | 213k | 51.53 |
| 2023-03-31 | $10M | 203k | 49.99 |
| 2022-12-31 | $9.5M | 189k | 50.00 |
| 2022-09-30 | $7.8M | 176k | 44.47 |
| 2022-06-30 | $8.5M | 178k | 47.64 |