Ishares Tr core div grwth shares owned by LifePlan Financial
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 12k | 68.08 |
| 2025-06-30 | $778k | 12k | 63.94 |
| 2025-03-31 | $754k | 12k | 61.78 |
| 2024-12-31 | $697k | 11k | 61.34 |
| 2024-09-30 | $790k | 13k | 62.69 |
| 2024-06-30 | $751k | 13k | 57.61 |
| 2024-03-31 | $741k | 13k | 58.06 |
| 2023-12-31 | $667k | 12k | 53.82 |