Accel Wealth Management DGRO Holdings History
Accel Wealth Management's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 213,571.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $13.19 Mil. This investment constitutes 4.77% of their stock portfolio, and Accel Wealth Management now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 13 purchases of DGRO, at an average price of $51.74, for a total of 221,738.00 shares. In addition, there have been 4 sales at an average price of $49.81 for 8,167.00 shares. Based on historical transaction data and DGRO's current price of $64.92, Accel Wealth Management's estimated gain on his DGRO holdings is $2.80 Mil, reflecting a 24.41% gain to date.
Accel Wealth Management DGRO ($64.92) Holding Chart
Accel Wealth Management DGRO ($64.92) 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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