Ishares Tr core div grwth shares owned by Herold Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 15k | 68.09 |
| 2025-06-30 | $4.1M | 65k | 63.94 |
| 2025-03-31 | $4.2M | 68k | 61.78 |
| 2024-12-31 | $4.0M | 65k | 61.34 |
| 2024-09-30 | $4.3M | 69k | 62.69 |
| 2024-06-30 | $4.0M | 69k | 57.61 |
| 2024-03-31 | $3.9M | 67k | 58.06 |
| 2023-12-31 | $3.9M | 73k | 53.82 |
| 2023-09-30 | $1.1M | 22k | 49.53 |
| 2023-06-30 | $1.3M | 25k | 51.53 |
| 2023-03-31 | $1.1M | 21k | 49.99 |
| 2022-12-31 | $1.1M | 21k | 50.00 |
| 2022-09-30 | $929k | 21k | 44.44 |
| 2022-06-30 | $995k | 21k | 47.60 |
| 2022-03-31 | $1.1M | 21k | 53.41 |
| 2021-12-31 | $1.2M | 21k | 55.54 |
| 2021-09-30 | $1.0M | 21k | 50.23 |