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
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Quarterly reported holdings in Ishares Tr core div grwth by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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