Ishares Tr core div grwth shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 29k | 68.47 |
| 2025-06-30 | $1.6M | 25k | 64.89 |
| 2025-03-31 | $729k | 13k | 58.34 |
| 2024-12-31 | $743k | 12k | 60.46 |
| 2024-09-30 | $670k | 11k | 62.19 |
| 2024-06-30 | $636k | 11k | 59.03 |
| 2024-03-31 | $457k | 8.0k | 57.29 |
| 2023-12-31 | $431k | 8.0k | 54.09 |
| 2023-09-30 | $386k | 7.8k | 49.38 |
| 2023-06-30 | $405k | 7.8k | 51.74 |
| 2023-03-31 | $539k | 11k | 50.29 |
| 2022-12-31 | $398k | 7.8k | 50.93 |
| 2022-09-30 | $335k | 7.5k | 44.44 |
| 2022-06-30 | $347k | 7.3k | 47.63 |
| 2022-03-31 | $390k | 7.3k | 53.53 |
| 2021-12-31 | $405k | 7.3k | 55.59 |