Number of Shares
70,157.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
3.99%
Total Estimate Gain
$35,616.16
% of Total Estimate Gain
0.78%

Innovative Wealth Building LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Innovative Wealth Building LLC held 70,157.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $4.33 Mil. This investment constitutes 3.99% of their stock portfolio, and Innovative Wealth Building LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.66 for 1,967.00 shares. Based on historical transaction data and DGRO's current price of $63.62, Innovative Wealth Building LLC's estimated gain on his DGRO holdings is $35,616.16, reflecting a 0.78% gain to date.

Innovative Wealth Building LLC DGRO ($63.62) Holding Chart

Innovative Wealth Building LLC DGRO ($63.62) 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 %

Top Ranked Articles

  • 1