Ishares Tr core div grwth shares owned by Lee Financial
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 5.5k | 68.08 |
| 2025-06-30 | $207k | 3.2k | 63.94 |
| 2023-12-31 | $171k | 3.2k | 53.82 |
| 2023-09-30 | $36k | 725 | 49.53 |
| 2023-06-30 | $60k | 1.2k | 51.53 |
| 2023-03-31 | $59k | 1.2k | 49.99 |
| 2022-12-31 | $59k | 1.2k | 50.00 |
| 2022-09-30 | $52k | 1.2k | 44.37 |
| 2022-06-30 | $35k | 725 | 48.28 |
| 2022-03-31 | $39k | 725 | 53.79 |
| 2021-12-31 | $40k | 725 | 55.17 |
| 2021-09-30 | $36k | 725 | 49.66 |
| 2021-06-30 | $51k | 1.0k | 50.55 |
| 2021-03-31 | $49k | 1.0k | 48.56 |
| 2020-12-31 | $45k | 1.0k | 44.60 |
| 2020-09-30 | $40k | 1.0k | 39.64 |
| 2020-06-30 | $38k | 1.0k | 37.66 |
| 2020-03-31 | $33k | 1.0k | 32.71 |
| 2019-12-31 | $42k | 1.0k | 41.63 |
| 2019-09-30 | $39k | 1.0k | 38.65 |
| 2019-06-30 | $74k | 1.9k | 38.22 |
| 2019-03-31 | $71k | 1.9k | 36.67 |
| 2018-06-30 | $235k | 6.9k | 34.23 |
| 2018-03-31 | $163k | 4.8k | 33.80 |