Ishares Tr core div grwth shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 210k | 62.69 |
| 2024-06-30 | $11M | 193k | 57.61 |
| 2024-03-31 | $10M | 174k | 58.06 |
| 2023-09-30 | $9.1M | 184k | 49.53 |
| 2023-06-30 | $8.2M | 159k | 51.53 |
| 2023-03-31 | $7.8M | 155k | 49.99 |
| 2022-12-31 | $6.0M | 121k | 50.00 |
| 2022-09-30 | $5.7M | 128k | 44.47 |
| 2022-06-30 | $2.0M | 42k | 47.64 |
| 2022-03-31 | $2.3M | 44k | 53.41 |
| 2021-12-31 | $2.4M | 43k | 55.58 |
| 2021-09-30 | $2.1M | 42k | 50.24 |
| 2021-06-30 | $2.9M | 57k | 50.35 |
| 2021-03-31 | $770k | 16k | 48.25 |
| 2020-12-31 | $535k | 12k | 44.78 |
| 2020-09-30 | $444k | 11k | 39.77 |
| 2020-06-30 | $230k | 6.1k | 37.58 |
| 2020-03-31 | $215k | 6.6k | 32.59 |
| 2019-12-31 | $267k | 6.3k | 42.08 |
| 2019-09-30 | $236k | 6.0k | 39.16 |
| 2019-06-30 | $239k | 6.3k | 38.14 |
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