Ishares Tr core div grwth shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $243k | 3.5k | 69.42 |
| 2025-09-30 | $238k | 3.5k | 68.08 |
| 2025-06-30 | $226k | 3.5k | 63.95 |
More positions owned by Heritage Wealth Management, Inc./Texas
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