Ishares Tr core div grwth shares owned by Whelan Financial
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Whelan Financial 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 Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $546k | 8.0k | 68.08 |
| 2025-06-30 | $522k | 8.2k | 63.94 |
| 2025-03-31 | $505k | 8.2k | 61.78 |
| 2024-12-31 | $514k | 8.4k | 61.34 |
| 2024-09-30 | $533k | 8.5k | 62.69 |
| 2024-06-30 | $490k | 8.5k | 57.61 |
| 2024-03-31 | $536k | 9.2k | 58.06 |
| 2023-12-31 | $496k | 9.2k | 53.82 |