Ishares Tr core div grwth shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr core div grwth by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 62.69 |
| 2024-06-30 | $1.2M | 21k | 57.61 |
| 2024-03-31 | $1.2M | 21k | 58.06 |
| 2023-12-31 | $1.1M | 21k | 53.82 |
| 2023-09-30 | $1.0M | 20k | 49.53 |
| 2023-06-30 | $1.1M | 20k | 51.53 |
| 2023-03-31 | $1.0M | 20k | 49.99 |
| 2022-12-31 | $1.0M | 20k | 50.00 |
| 2022-09-30 | $891k | 20k | 44.47 |
| 2022-06-30 | $947k | 20k | 47.64 |
| 2022-03-31 | $1.1M | 20k | 53.41 |
| 2021-12-31 | $1.1M | 20k | 55.58 |
| 2021-09-30 | $838k | 17k | 50.24 |
| 2021-06-30 | $835k | 17k | 50.36 |
| 2021-03-31 | $797k | 17k | 48.27 |
| 2020-12-31 | $736k | 16k | 44.82 |
| 2020-09-30 | $649k | 16k | 39.79 |
| 2020-06-30 | $609k | 16k | 37.60 |
| 2020-03-31 | $525k | 16k | 32.59 |
| 2019-12-31 | $672k | 16k | 42.07 |