Number of Shares
256,739.00
Current Holdings Value*
$16.64 Mil
% of Portfolio
5.75%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
16.31%

Rooted Wealth Advisors, Inc.'s iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, Rooted Wealth Advisors, Inc. held 256,739.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $16.64 Mil. This investment constitutes 5.75% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.05% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2023Q2. And since then Rooted Wealth Advisors, Inc. has made 8 purchases of DGRO, at an average price of $55.84, for a total of 264,340.00 shares. In addition, there have been 1 sales at an average price of $62.66 for 7,601.00 shares. Based on historical transaction data and DGRO's current price of $65.02, Rooted Wealth Advisors, Inc.'s estimated gain on his DGRO holdings is $2.41 Mil, reflecting a 16.31% gain to date.

Rooted Wealth Advisors, Inc. DGRO ($65.02) Holding Chart

Rooted Wealth Advisors, Inc. DGRO ($65.02) 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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