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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr core div grwth held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr core div grwth by Lee Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |