Ishares Tr core div grwth shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $280k | 4.8k | 58.06 |
| 2023-12-31 | $387k | 7.2k | 53.82 |
| 2023-09-30 | $355k | 7.2k | 49.53 |
| 2023-06-30 | $369k | 7.2k | 51.53 |
| 2023-03-31 | $478k | 9.6k | 49.99 |
| 2022-12-31 | $700k | 14k | 50.00 |
| 2022-09-30 | $785k | 18k | 44.46 |
| 2022-06-30 | $826k | 17k | 47.64 |
| 2022-03-31 | $974k | 18k | 55.59 |
| 2021-12-31 | $974k | 18k | 55.59 |
| 2021-09-30 | $937k | 19k | 50.23 |
| 2021-06-30 | $910k | 18k | 50.37 |
| 2021-03-31 | $1.0M | 20k | 49.75 |
| 2020-12-31 | $2.2M | 47k | 45.68 |