Ishares Tr core div grwth shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 27k | 63.94 |
| 2025-03-31 | $1.7M | 27k | 61.78 |
| 2024-12-31 | $1.7M | 27k | 61.34 |
| 2024-09-30 | $1.7M | 27k | 62.69 |
| 2024-06-30 | $1.6M | 27k | 57.61 |
| 2024-03-31 | $1.6M | 27k | 58.06 |
| 2023-12-31 | $1.5M | 27k | 53.82 |
| 2023-09-30 | $1.4M | 28k | 49.53 |
| 2023-06-30 | $1.4M | 28k | 51.53 |
| 2023-03-31 | $1.5M | 31k | 49.99 |
| 2022-12-31 | $1.6M | 31k | 50.00 |
| 2022-09-30 | $1.4M | 31k | 44.47 |
| 2022-06-30 | $1.6M | 33k | 47.63 |
| 2022-03-31 | $1.8M | 34k | 53.40 |
| 2021-12-31 | $1.8M | 32k | 55.58 |
| 2021-09-30 | $1.5M | 30k | 50.25 |
| 2021-06-30 | $1.4M | 28k | 50.36 |
| 2021-03-31 | $1.1M | 23k | 48.25 |
| 2020-12-31 | $529k | 12k | 44.81 |
| 2020-09-30 | $411k | 10k | 39.81 |
| 2020-06-30 | $289k | 7.7k | 37.61 |
More positions owned by Keudell/Morrison Wealth Management
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