Ishares Tr core div grwth shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 751 | 68.08 |
| 2025-06-30 | $48k | 751 | 63.94 |
| 2025-03-31 | $46k | 751 | 61.78 |
| 2024-12-31 | $46k | 751 | 61.34 |
| 2024-09-30 | $47k | 751 | 62.69 |
| 2024-06-30 | $72k | 1.3k | 57.61 |
| 2024-03-31 | $44k | 751 | 58.06 |
| 2023-12-31 | $40k | 751 | 53.82 |
| 2023-09-30 | $37k | 751 | 49.53 |
| 2022-09-30 | $8.0k | 181 | 44.20 |
More positions owned by Phillips Financial Management
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