DGRO — ISHARES TR

Ownership history in Objectivity Squared, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Objectivity Squared, 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.

Peak position
10.64% (2025 Q3)
Avg. % of fund
8.97%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 266,126 +4,140 +1.6% 10.33% $18.5M $69.10
2025 Q3 ADDED 261,986 +20,465 +8.5% 10.64% $17.8M $67.33
2025 Q2 ADDED 241,521 +55,912 +30.1% 10.62% $15.4M $62.89
2025 Q1 ADDED 185,609 +517 +0.3% 9.07% $10.8M $60.45
5 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% KOM Wealth Management Group, LLC 3Y 9.64% Targeted Financial Services LLC 9.61%
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