4J Wealth Management LLC DGRO Holdings History
4J Wealth Management LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 39,351.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $2.43 Mil. This investment constitutes 1.92% of their stock portfolio, and 4J Wealth Management LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q4. And since then 4J Wealth Management LLC has made 8 purchases of DGRO, at an average price of $50.93, for a total of 217,621.00 shares. In addition, there have been 2 sales at an average price of $61.21 for 178,270.00 shares. Based on historical transaction data and DGRO's current price of $64.76, 4J Wealth Management LLC's estimated gain on his DGRO holdings is $2.38 Mil, reflecting a 21.44% gain to date.
4J Wealth Management LLC DGRO ($64.76) Holding Chart
4J Wealth Management LLC DGRO ($64.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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