Ishares Tr core div grwth shares owned by Montis Financial
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $781k | 12k | 68.08 |
| 2025-06-30 | $946k | 15k | 63.94 |
| 2025-03-31 | $877k | 14k | 61.78 |
| 2024-12-31 | $1.2M | 19k | 61.34 |
| 2024-09-30 | $1.5M | 25k | 62.69 |
| 2024-06-30 | $264k | 4.6k | 57.61 |
| 2024-03-31 | $266k | 4.6k | 58.06 |
| 2023-12-31 | $246k | 4.6k | 53.82 |
| 2023-09-30 | $227k | 4.6k | 49.53 |
| 2023-06-30 | $236k | 4.6k | 51.53 |
| 2023-03-31 | $229k | 4.6k | 49.99 |
| 2022-12-31 | $229k | 4.6k | 50.00 |
| 2022-09-30 | $204k | 4.6k | 44.52 |
| 2022-06-30 | $218k | 4.6k | 47.58 |
| 2022-03-31 | $245k | 4.6k | 53.47 |
| 2021-12-31 | $255k | 4.6k | 55.65 |
| 2021-09-30 | $231k | 4.6k | 50.41 |