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
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Quarterly reported holdings in Ishares Tr core div grwth by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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