Ishares Tr core div grwth shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $509k | 10k | 50.00 |
| 2022-09-30 | $436k | 9.8k | 44.47 |
| 2022-06-30 | $528k | 11k | 47.66 |
| 2022-03-31 | $448k | 8.4k | 53.39 |
| 2021-12-31 | $463k | 8.3k | 55.62 |
| 2021-09-30 | $542k | 11k | 50.25 |
| 2021-06-30 | $586k | 12k | 50.36 |
| 2021-03-31 | $553k | 12k | 48.28 |
| 2020-12-31 | $673k | 15k | 44.80 |
| 2020-09-30 | $562k | 14k | 39.82 |
| 2020-06-30 | $531k | 14k | 37.58 |
| 2020-03-31 | $450k | 14k | 32.56 |
| 2019-12-31 | $489k | 12k | 42.10 |
| 2019-09-30 | $388k | 9.9k | 39.17 |
| 2019-06-30 | $346k | 9.1k | 38.19 |
| 2019-03-31 | $527k | 14k | 36.76 |
| 2018-12-31 | $494k | 15k | 33.19 |
| 2018-09-30 | $536k | 14k | 37.20 |
| 2018-06-30 | $477k | 14k | 34.29 |
| 2018-03-31 | $465k | 14k | 34.10 |
| 2017-12-31 | $421k | 12k | 34.27 |
| 2017-09-30 | $266k | 8.2k | 32.44 |
| 2017-06-30 | $256k | 8.1k | 31.45 |
| 2017-03-31 | $66k | 2.2k | 30.70 |
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