Ishares Tr core div grwth shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $853k | 14k | 62.69 |
| 2024-06-30 | $778k | 14k | 57.61 |
| 2024-03-31 | $869k | 15k | 58.06 |
| 2023-12-31 | $823k | 15k | 53.82 |
| 2023-09-30 | $2.4M | 49k | 49.53 |
| 2023-06-30 | $874k | 17k | 51.53 |
| 2023-03-31 | $889k | 18k | 49.99 |
| 2022-12-31 | $932k | 19k | 50.00 |
| 2022-09-30 | $914k | 21k | 44.45 |
| 2022-06-30 | $994k | 21k | 47.64 |
| 2022-03-31 | $1.2M | 23k | 53.40 |
| 2021-12-31 | $733k | 13k | 55.59 |
| 2021-09-30 | $698k | 14k | 50.22 |
| 2021-06-30 | $1.1M | 22k | 50.36 |
| 2021-03-31 | $2.7M | 56k | 48.27 |
| 2020-12-31 | $1.7M | 38k | 44.81 |
| 2020-09-30 | $429k | 11k | 39.78 |
| 2020-06-30 | $437k | 12k | 37.63 |
| 2020-03-31 | $1.8M | 55k | 32.58 |
| 2019-12-31 | $22M | 513k | 42.07 |
More positions owned by Sound Financial Strategies Group
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