Ishares Tr core div grwth shares owned by Sontag Advisory
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 35k | 68.08 |
| 2025-06-30 | $2.1M | 33k | 63.94 |
| 2025-03-31 | $2.1M | 33k | 61.78 |
| 2024-12-31 | $2.0M | 33k | 61.34 |
| 2024-09-30 | $2.0M | 32k | 62.69 |
| 2024-06-30 | $1.9M | 32k | 57.61 |
| 2024-03-31 | $2.0M | 34k | 58.06 |
| 2023-12-31 | $1.9M | 36k | 53.82 |
| 2023-09-30 | $1.9M | 38k | 49.53 |
| 2023-06-30 | $2.0M | 39k | 51.53 |
| 2023-03-31 | $2.0M | 40k | 49.99 |
| 2022-12-31 | $2.1M | 42k | 50.00 |
| 2022-09-30 | $1.9M | 43k | 44.48 |
| 2022-06-30 | $2.2M | 45k | 47.63 |
| 2022-03-31 | $1.6M | 30k | 53.40 |
| 2021-12-31 | $1.7M | 31k | 55.58 |
| 2021-09-30 | $1.5M | 31k | 50.24 |
| 2021-03-31 | $1.2M | 24k | 48.28 |