Modus Advisors, LLC DGRO Holdings History

Number of Shares
171,859.00
Current Holdings Value*
$10.62 Mil
% of Portfolio
3.48%
Total Estimate Gain
$3.96 Mil
% of Total Estimate Gain
48.80%

Modus Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Modus Advisors, LLC held 171,859.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $10.62 Mil. This investment constitutes 3.48% of their stock portfolio, and Modus Advisors, LLC now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2019Q4. And since then Modus Advisors, LLC has made 16 purchases of DGRO, at an average price of $40.66, for a total of 199,581.00 shares. In addition, there have been 5 sales at an average price of $44.14 for 27,722.00 shares. Based on historical transaction data and DGRO's current price of $63.15, Modus Advisors, LLC's estimated gain on his DGRO holdings is $3.96 Mil, reflecting a 48.80% gain to date.

Modus Advisors, LLC DGRO ($63.15) Holding Chart

Modus Advisors, LLC DGRO ($63.15) 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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