Ishares Tr core div grwth shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Ishares Tr core div grwth
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr core div grwth held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr core div grwth by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 254k | 62.19 |
| 2024-06-30 | $8.5M | 143k | 59.72 |
| 2024-03-31 | $7.5M | 131k | 57.44 |
| 2023-12-31 | $7.0M | 128k | 54.91 |
| 2023-09-30 | $5.6M | 109k | 50.89 |
| 2023-06-30 | $851k | 17k | 51.46 |