Number of Shares
29,034.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
1.29%
Total Estimate Gain
$511,935.86
% of Total Estimate Gain
18.11%

Counterweight Ventures, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Counterweight Ventures, LLC held 29,034.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $1.79 Mil. This investment constitutes 1.29% of their stock portfolio, and Counterweight Ventures, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2023Q4. And since then Counterweight Ventures, LLC has made 3 purchases of DGRO, at an average price of $51.27, for a total of 55,117.00 shares. In addition, there have been 2 sales at an average price of $55.89 for 26,083.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Counterweight Ventures, LLC's estimated gain on his DGRO holdings is $511,935.86, reflecting a 18.11% gain to date.

Counterweight Ventures, LLC DGRO ($64.76) Holding Chart

Counterweight Ventures, 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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