Ishares Tr core div grwth shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 16k | 70.18 |
| 2025-12-31 | $1.1M | 16k | 69.42 |
| 2025-09-30 | $1.1M | 16k | 68.08 |
| 2025-06-30 | $937k | 15k | 63.94 |
| 2025-03-31 | $891k | 14k | 61.78 |
| 2024-12-31 | $887k | 15k | 61.34 |
| 2024-09-30 | $722k | 12k | 62.69 |
| 2024-06-30 | $561k | 9.7k | 57.61 |
| 2024-03-31 | $513k | 8.8k | 58.06 |
| 2023-12-31 | $549k | 10k | 53.82 |
| 2023-09-30 | $716k | 15k | 49.53 |
| 2023-06-30 | $571k | 11k | 51.53 |
| 2023-03-31 | $511k | 10k | 49.99 |
| 2022-12-31 | $471k | 9.4k | 50.00 |
| 2021-03-31 | $106k | 2.2k | 48.20 |
| 2020-12-31 | $97k | 2.2k | 44.97 |
| 2020-09-30 | $85k | 2.1k | 39.81 |
| 2020-06-30 | $82k | 2.2k | 37.37 |
| 2020-03-31 | $17k | 479 | 35.49 |
| 2019-06-30 | $61k | 1.6k | 38.32 |
| 2018-03-31 | $3.0k | 74 | 40.54 |