Ishares Tr core div grwth shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 19k | 57.61 |
| 2024-03-31 | $1.1M | 19k | 58.06 |
| 2023-12-31 | $1.0M | 19k | 53.82 |
| 2023-09-30 | $958k | 19k | 49.67 |
| 2023-06-30 | $2.2M | 42k | 51.53 |
| 2023-03-31 | $2.1M | 42k | 49.99 |
| 2022-12-31 | $18M | 354k | 50.00 |
| 2022-09-30 | $17M | 346k | 48.04 |
| 2022-06-30 | $43M | 865k | 49.40 |
| 2022-03-31 | $47M | 876k | 53.41 |
| 2021-12-31 | $48M | 852k | 56.06 |
| 2021-09-30 | $40M | 797k | 50.24 |
| 2021-06-30 | $39M | 770k | 50.36 |
| 2021-03-31 | $33M | 740k | 44.82 |
| 2020-12-31 | $30M | 742k | 39.79 |
| 2020-09-30 | $29M | 739k | 39.63 |
| 2020-06-30 | $28M | 746k | 37.84 |
| 2020-03-31 | $24M | 699k | 33.66 |
| 2019-12-31 | $32M | 758k | 41.86 |
| 2019-09-30 | $29M | 734k | 38.93 |
| 2019-06-30 | $24M | 629k | 38.20 |
| 2019-03-31 | $17M | 458k | 37.16 |
| 2018-12-31 | $13M | 403k | 33.18 |
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