Philip James Wealth Mangement, LLC DGRO Holdings History
Philip James Wealth Mangement, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Philip James Wealth Mangement, LLC held 206,586.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $13.21 Mil. This investment constitutes 1.68% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q4. And since then Philip James Wealth Mangement, LLC has made 5 purchases of DGRO, at an average price of $51.94, for a total of 207,659.00 shares. In addition, there have been 1 sales at an average price of $62.66 for 1,073.00 shares. Based on historical transaction data and DGRO's current price of $65.25, Philip James Wealth Mangement, LLC's estimated gain on his DGRO holdings is $2.76 Mil, reflecting a 25.59% gain to date.
Philip James Wealth Mangement, LLC DGRO ($65.25) Holding Chart
Philip James Wealth Mangement, LLC DGRO ($65.25) 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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