Ishares Tr core div grwth shares owned by New Capital Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by New Capital Management
from 13F filings
Historical chart of New Capital Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by New Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $986k | 17k | 58.06 |
| 2023-12-31 | $914k | 17k | 53.82 |
| 2023-09-30 | $841k | 17k | 49.53 |
| 2023-03-31 | $1.5M | 30k | 49.99 |
| 2022-12-31 | $1.5M | 30k | 50.00 |
| 2022-09-30 | $1.3M | 30k | 44.46 |
| 2022-06-30 | $1.5M | 30k | 48.44 |
| 2022-03-31 | $1.6M | 30k | 53.42 |
| 2021-12-31 | $1.7M | 30k | 55.57 |
| 2021-09-30 | $1.5M | 30k | 51.06 |
| 2021-03-31 | $1.5M | 30k | 48.28 |
| 2020-12-31 | $1.4M | 30k | 44.83 |