Ishares Tr core div grwth shares owned by Wealth Effects
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 8.7k | 68.08 |
| 2025-06-30 | $545k | 8.5k | 63.94 |
| 2025-03-31 | $527k | 8.5k | 61.78 |
| 2024-12-31 | $523k | 8.5k | 61.34 |
| 2024-09-30 | $563k | 9.0k | 62.69 |
| 2024-06-30 | $518k | 9.0k | 57.61 |
| 2024-03-31 | $628k | 11k | 58.06 |
| 2023-12-31 | $723k | 13k | 53.82 |
| 2023-09-30 | $369k | 7.4k | 49.53 |
| 2023-06-30 | $378k | 7.3k | 51.53 |
| 2023-03-31 | $345k | 6.9k | 49.99 |
| 2022-12-31 | $258k | 5.2k | 50.00 |