PFS Partners, LLC DGRO Holdings History

Number of Shares
228,294.00
Current Holdings Value*
$14.60 Mil
% of Portfolio
7.35%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
15.95%

PFS Partners, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, PFS Partners, LLC held 228,294.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $14.60 Mil. This investment constitutes 7.35% of their stock portfolio, and PFS Partners, LLC now holds 0.05% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2021Q4. And since then PFS Partners, LLC has made 6 purchases of DGRO, at an average price of $53.19, for a total of 312,844.00 shares. In addition, there have been 8 sales at an average price of $50.60 for 84,550.00 shares. Based on historical transaction data and DGRO's current price of $65.78, PFS Partners, LLC's estimated gain on his DGRO holdings is $2.65 Mil, reflecting a 15.95% gain to date.

PFS Partners, LLC DGRO ($65.78) Holding Chart

PFS Partners, LLC DGRO ($65.78) 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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