Ishares Tr core div grwth shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $482k | 7.7k | 62.69 |
| 2024-06-30 | $465k | 8.1k | 57.61 |
| 2024-03-31 | $468k | 8.1k | 58.06 |
| 2023-09-30 | $381k | 7.7k | 49.53 |
| 2023-06-30 | $396k | 7.7k | 51.53 |
| 2023-03-31 | $385k | 7.7k | 49.99 |
| 2022-12-31 | $385k | 7.7k | 50.00 |
| 2022-09-30 | $342k | 7.7k | 44.46 |
| 2022-06-30 | $232k | 4.9k | 47.64 |
| 2022-03-31 | $260k | 4.9k | 53.39 |
| 2021-12-31 | $271k | 4.9k | 55.65 |
| 2021-09-30 | $245k | 4.9k | 50.31 |
| 2021-06-30 | $245k | 4.9k | 50.31 |
| 2021-03-31 | $235k | 4.9k | 48.25 |
| 2020-12-31 | $218k | 4.9k | 44.76 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies