Ishares Tr core div grwth shares owned by Summit X
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $423k | 7.3k | 57.61 |
| 2024-06-30 | $424k | 7.3k | 57.72 |
| 2024-03-31 | $986k | 17k | 58.06 |
| 2023-12-31 | $897k | 17k | 53.82 |
| 2023-09-30 | $817k | 17k | 49.53 |
| 2023-06-30 | $828k | 16k | 51.53 |
| 2023-03-31 | $787k | 16k | 49.99 |
| 2022-12-31 | $346k | 7.3k | 47.65 |
| 2022-09-30 | $324k | 7.3k | 44.62 |
| 2022-06-30 | $347k | 7.3k | 47.79 |
| 2022-03-31 | $593k | 11k | 53.50 |
| 2021-12-31 | $645k | 12k | 55.35 |
| 2021-09-30 | $621k | 12k | 50.23 |
| 2021-06-30 | $634k | 13k | 50.32 |
| 2021-03-31 | $388k | 8.1k | 47.91 |
| 2020-12-31 | $358k | 8.0k | 44.99 |
| 2020-09-30 | $994 | 7.9k | 0.13 |
| 2020-06-30 | $1.8M | 49k | 37.60 |
| 2020-03-31 | $1.6M | 48k | 32.64 |
| 2019-12-31 | $2.1M | 50k | 42.16 |
| 2019-09-30 | $1.8M | 46k | 39.12 |
| 2019-06-30 | $1.6M | 42k | 38.28 |
| 2019-03-31 | $1.4M | 38k | 37.03 |
| 2018-12-31 | $542k | 16k | 33.15 |
| 2018-09-30 | $493k | 13k | 37.02 |
| 2018-06-30 | $393k | 1.2k | 330.25 |
| 2018-03-31 | $260k | 7.7k | 33.83 |