DGRO — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.12% (2024 Q4)
Avg. % of fund
0.05%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,549 -15,118 -61.3% 0.04% $650K $67.65
2025 Q2 ADDED 24,667 +11,077 +81.5% 0.07% $1.6M $63.19
2025 Q1 ADDED 13,590 +4,544 +50.2% 0.07% $840K $60.74
2024 Q4 UNCHANGED 9,046 — 0% 0.12% $555K $60.00
3 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%
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