Number of Shares
77,380.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
3.86%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
21.66%

PACIFIC FINANCIAL GROUP INC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 77,380.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $4.95 Mil. This investment constitutes 3.86% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2022Q2. And since then PACIFIC FINANCIAL GROUP INC has made 3 purchases of DGRO, at an average price of $50.38, for a total of 127,476.00 shares. In addition, there have been 10 sales at an average price of $55.28 for 50,096.00 shares. Based on historical transaction data and DGRO's current price of $65.18, PACIFIC FINANCIAL GROUP INC's estimated gain on his DGRO holdings is $1.39 Mil, reflecting a 21.66% gain to date.

PACIFIC FINANCIAL GROUP INC DGRO ($65.18) Holding Chart

PACIFIC FINANCIAL GROUP INC DGRO ($65.18) 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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