Ishares Tr core div grwth shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 270k | 62.71 |
| 2024-06-30 | $5.7M | 99k | 57.61 |
| 2024-03-31 | $5.6M | 96k | 58.06 |
| 2023-12-31 | $7.2M | 134k | 53.82 |
| 2023-09-30 | $6.0M | 122k | 49.53 |
| 2023-06-30 | $5.2M | 100k | 51.53 |
| 2023-03-31 | $7.2M | 144k | 49.99 |
| 2022-12-31 | $25M | 488k | 51.78 |
| 2022-09-30 | $25M | 493k | 50.64 |
| 2022-03-31 | $31M | 611k | 50.59 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management