Ishares Tr core div grwth shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr core div grwth by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 71k | 53.82 |
| 2023-09-30 | $3.5M | 71k | 49.53 |
| 2023-06-30 | $3.6M | 71k | 51.53 |
| 2023-03-31 | $2.6M | 51k | 49.99 |
| 2022-12-31 | $2.3M | 46k | 50.00 |
| 2022-09-30 | $2.0M | 46k | 44.46 |
| 2022-06-30 | $2.2M | 46k | 47.64 |
| 2022-03-31 | $2.4M | 46k | 53.41 |
| 2021-12-31 | $2.5M | 44k | 55.58 |
| 2021-09-30 | $1.8M | 36k | 50.25 |
| 2021-06-30 | $1.1M | 21k | 50.38 |
| 2021-03-31 | $1.0M | 21k | 48.25 |