Rooted Wealth Advisors, Inc. DGRO Holdings History
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 $65.25, Rooted Wealth Advisors, Inc.'s estimated gain on his DGRO holdings is $2.47 Mil, reflecting a 16.71% gain to date.
Rooted Wealth Advisors, Inc. DGRO ($65.25) Holding Chart
Rooted Wealth Advisors, Inc. 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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