DGRO ISHARES TR

Ownership history in DAGCO, INC.  ·  22 quarters on record

This page tracks every 13F SEC filing in which DAGCO, INC. reported a position in ISHARES TR (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.08% (2024 Q1)
Avg. % of fund
6.85%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 507,307 -3,142 -0.6% 8.13% $35.2M $69.10
2025 Q3 ADDED 510,449 +12,022 +2.4% 8.74% $34.8M $67.33
2025 Q2 ADDED 498,427 +19,864 +4.2% 8.89% $31.9M $62.89
2025 Q1 ADDED 478,563 +14,751 +3.2% 9.56% $29.6M $60.45
2024 Q4 ADDED 463,812 +85,350 +22.6% 9.42% $28.5M $59.72
2024 Q3 REDUCED 378,462 -84 -0.0% 9.74% $23.7M $60.67
2024 Q2 REDUCED 378,546 -2,821 -0.7% 9.68% $21.8M $55.40
2024 Q1 ADDED 381,367 +358,991 +1604.4% 10.08% $22.1M $55.55
2023 Q3 REDUCED 22,376 -346,691 -93.9% 1.65% $3.2M $46.81
2023 Q2 ADDED 369,067 +9,775 +2.7% 9.46% $19.0M $48.33
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DGRO price (monthly, adj. close)
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