Number of Shares
99,391.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
3.45%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
21.92%

Johnson & White Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Johnson & White Wealth Management, LLC held 99,391.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.14 Mil. This investment constitutes 3.45% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 6 purchases of DGRO, at an average price of $52.48, for a total of 106,389.00 shares. In addition, there have been 4 sales at an average price of $51.19 for 6,998.00 shares. Based on historical transaction data and DGRO's current price of $64.89, Johnson & White Wealth Management, LLC's estimated gain on his DGRO holdings is $1.22 Mil, reflecting a 21.92% gain to date.

Johnson & White Wealth Management, LLC DGRO ($64.89) Holding Chart

Johnson & White Wealth Management, LLC DGRO ($64.89) 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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