Ishares Tr core div grwth shares owned by Holistic Planning
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 21k | 68.08 |
| 2025-06-30 | $1.4M | 21k | 63.94 |
| 2025-03-31 | $1.0M | 16k | 61.78 |
| 2024-12-31 | $1.1M | 18k | 61.34 |
| 2024-09-30 | $1.3M | 20k | 62.69 |
| 2024-06-30 | $1.5M | 26k | 58.06 |
| 2024-03-31 | $1.6M | 27k | 58.06 |