SWEENEY & MICHEL, LLC DGRO Holdings History
SWEENEY & MICHEL, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, SWEENEY & MICHEL, LLC held 369,708.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $23.96 Mil. This investment constitutes 8.51% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.07% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 5 purchases of DGRO, at an average price of $50.93, for a total of 384,696.00 shares. In addition, there have been 2 sales at an average price of $59.31 for 14,988.00 shares. Based on historical transaction data and DGRO's current price of $64.76, SWEENEY & MICHEL, LLC's estimated gain on his DGRO holdings is $5.24 Mil, reflecting a 26.73% gain to date.
SWEENEY & MICHEL, LLC DGRO ($64.76) Holding Chart
SWEENEY & MICHEL, LLC DGRO ($64.76) 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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