Number of Shares
543,821.00
Current Holdings Value*
$33.60 Mil
% of Portfolio
5.09%
Total Estimate Gain
$12.28 Mil
% of Total Estimate Gain
24.45%

D'Orazio & Associates, Inc.'s iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, D'Orazio & Associates, Inc. held 543,821.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $33.60 Mil. This investment constitutes 5.09% of their stock portfolio, and D'Orazio & Associates, Inc. now holds 0.11% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2021Q1. And since then D'Orazio & Associates, Inc. has made 7 purchases of DGRO, at an average price of $48.35, for a total of 1.04 Mil shares. In addition, there have been 11 sales at an average price of $55.06 for 494,985.00 shares. Based on historical transaction data and DGRO's current price of $64.82, D'Orazio & Associates, Inc.'s estimated gain on his DGRO holdings is $12.28 Mil, reflecting a 24.45% gain to date.

D'Orazio & Associates, Inc. DGRO ($64.82) Holding Chart

D'Orazio & Associates, Inc. DGRO ($64.82) 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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