Number of Shares
132,736.00
Current Holdings Value*
$8.20 Mil
% of Portfolio
2.26%
Total Estimate Gain
$4.54 Mil
% of Total Estimate Gain
20.38%

Crumly & Associates Inc.'s iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Crumly & Associates Inc. held 132,736.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $8.20 Mil. This investment constitutes 2.26% of their stock portfolio, and Crumly & Associates Inc. now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2019Q4. And since then Crumly & Associates Inc. has made 11 purchases of DGRO, at an average price of $45.38, for a total of 490,781.00 shares. In addition, there have been 10 sales at an average price of $51.44 for 358,045.00 shares. Based on historical transaction data and DGRO's current price of $63.21, Crumly & Associates Inc.'s estimated gain on his DGRO holdings is $4.54 Mil, reflecting a 20.38% gain to date.

Crumly & Associates Inc. DGRO ($63.21) Holding Chart

Crumly & Associates Inc. DGRO ($63.21) 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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