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Ishares Tr core div grwth shares owned by West Financial Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Ishares Tr core div grwth

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024050k100k0500100015002000
Value ($)Share countHistorical DGRO position of West Financial Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr core div grwth held by West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 1.7k 62.69
2024-06-30 $99k 1.7k 57.61
2024-03-31 $110k 1.9k 58.06
2023-12-31 $102k 1.9k 53.82
2023-09-30 $94k 1.9k 49.53
2023-06-30 $98k 1.9k 51.53
2023-03-31 $95k 1.9k 49.99
2022-12-31 $95k 1.9k 50.00
2022-09-30 $84k 1.9k 44.33
2022-06-30 $90k 1.9k 47.49
2022-03-31 $101k 1.9k 53.30
2021-12-31 $105k 1.9k 55.41
2021-09-30 $3.0k 50 60.00
2021-06-30 $3.0k 50 60.00
2021-03-31 $2.0k 50 40.00