Ownership history in Echo Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 56,281 | +13,081 | +30.3% | 2.28% | $3.9M | $69.10 |
| 2025 Q3 | ADDED | 43,200 | +563 | +1.3% | 1.72% | $2.9M | $67.33 |
| 2025 Q2 | ADDED | 42,637 | +67 | +0.2% | 1.67% | $2.7M | $62.89 |
| 2025 Q1 | ADDED | 42,570 | +794 | +1.9% | 1.78% | $2.6M | $60.45 |
| 2024 Q4 | ADDED | 41,776 | +10 | +0.0% | 1.77% | $2.6M | $59.72 |
| 2024 Q3 | REDUCED | 41,766 | -2,251 | -5.1% | 1.84% | $2.6M | $60.67 |
| 2024 Q2 | ADDED | 44,017 | +2,429 | +5.8% | 1.91% | $2.5M | $55.40 |
| 2024 Q1 | REDUCED | 41,588 | -13,821 | -24.9% | 2.00% | $2.4M | $55.55 |
| 2023 Q4 | REDUCED | 55,409 | -13,448 | -19.5% | 2.80% | $3.0M | $51.21 |
| 2023 Q3 | ADDED | 68,857 | +3,595 | +5.5% | 3.67% | $3.4M | $46.81 |
As of 2025 Q4 — sorted by position size