Ishares Tr core div grwth shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr core div grwth by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 55k | 53.82 |
| 2023-09-30 | $2.6M | 53k | 49.53 |
| 2023-06-30 | $3.0M | 58k | 51.53 |
| 2023-03-31 | $3.3M | 66k | 49.99 |
| 2022-12-31 | $3.5M | 70k | 50.00 |
| 2022-09-30 | $3.5M | 79k | 44.47 |
| 2022-06-30 | $3.7M | 78k | 47.64 |
| 2022-03-31 | $3.8M | 72k | 53.41 |
| 2021-12-31 | $4.0M | 72k | 55.58 |
| 2021-09-30 | $3.9M | 78k | 50.24 |
| 2021-06-30 | $3.8M | 76k | 50.36 |
| 2021-03-31 | $4.6M | 95k | 48.27 |
| 2020-12-31 | $4.1M | 92k | 44.82 |
| 2020-09-30 | $2.9M | 73k | 39.79 |
| 2020-06-30 | $2.8M | 74k | 37.60 |
| 2020-03-31 | $2.4M | 73k | 32.60 |
| 2019-12-31 | $3.2M | 76k | 42.07 |
| 2019-09-30 | $2.5M | 64k | 39.14 |
| 2019-06-30 | $2.3M | 61k | 38.20 |
| 2019-03-31 | $1.2M | 33k | 36.76 |
| 2018-12-31 | $1.1M | 33k | 33.18 |
| 2018-09-30 | $1.2M | 33k | 37.06 |
| 2018-06-30 | $1.1M | 33k | 34.27 |
| 2018-03-31 | $908k | 27k | 33.91 |
| 2017-12-31 | $779k | 22k | 34.80 |