Ishares Tr core div grwth shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr core div grwth by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 100k | 53.82 |
| 2023-09-30 | $4.7M | 95k | 49.53 |
| 2023-06-30 | $4.9M | 95k | 51.53 |
| 2023-03-31 | $4.7M | 94k | 49.99 |
| 2022-12-31 | $4.6M | 91k | 50.00 |
| 2022-09-30 | $3.8M | 85k | 44.47 |
| 2022-06-30 | $4.0M | 84k | 47.64 |
| 2022-03-31 | $4.4M | 82k | 53.41 |
| 2021-12-31 | $4.1M | 74k | 55.58 |
| 2021-09-30 | $3.6M | 72k | 50.23 |
| 2021-06-30 | $3.5M | 69k | 50.36 |
| 2021-03-31 | $3.2M | 66k | 48.26 |
| 2020-12-31 | $2.7M | 60k | 45.60 |
| 2020-09-30 | $551k | 14k | 39.78 |
| 2020-06-30 | $418k | 11k | 37.63 |
| 2020-03-31 | $325k | 10k | 32.55 |