DGRO — ISHARES TR

Ownership history in Fingerlakes Wealth Management, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Fingerlakes Wealth Management, 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
1.34% (2025 Q4)
Avg. % of fund
0.95%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,257 +1,586 +5.5% 1.34% $2.1M $69.42
2025 Q3 ADDED 28,671 +3,513 +14.0% 1.27% $2.0M $67.65
2025 Q2 ADDED 25,158 +2,331 +10.2% 1.20% $1.6M $63.19
2025 Q1 ADDED 22,827 +1,058 +4.9% 1.20% $1.4M $60.74
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DGRO price (monthly, adj. close)

Other funds also holding DGRO

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 22.53% truNorth Financial Services, Inc. 15.87% 46 Peaks LLC 13.36% Altus Wealth Management, LLC 3Y 13.17% Gratus Wealth Advisors, LLC 12.08% Alliance Wealth Advisors, LLC 3Y 11.68% Meridian Financial Partners LLC 3Y 7Y 10.46% Silver Coast Investments LLC 10.37% Objectivity Squared, LLC 10.33% KOM Wealth Management Group, LLC 3Y 9.64%
← Back to Fingerlakes Wealth Management, Inc. Holdings