Ishares Tr core div grwth shares owned by Theory Financial
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 72k | 53.82 |
| 2023-09-30 | $3.5M | 70k | 49.53 |
| 2023-06-30 | $3.7M | 72k | 51.53 |
| 2023-03-31 | $3.5M | 71k | 49.99 |
| 2022-12-31 | $3.4M | 69k | 50.00 |
| 2022-06-30 | $3.1M | 65k | 47.81 |
| 2022-03-31 | $3.5M | 65k | 53.42 |
| 2021-12-31 | $3.8M | 68k | 55.58 |