Number of Shares
55,225.00
Current Holdings Value*
$3.41 Mil
% of Portfolio
1.38%
Total Estimate Gain
$891,158.45
% of Total Estimate Gain
30.34%

Samalin Investment Counsel, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Samalin Investment Counsel, LLC held 55,225.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.41 Mil. This investment constitutes 1.38% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2019Q4. And since then Samalin Investment Counsel, LLC has made 17 purchases of DGRO, at an average price of $47.59, for a total of 61,715.00 shares. In addition, there have been 4 sales at an average price of $48.48 for 6,490.00 shares. Based on historical transaction data and DGRO's current price of $63.62, Samalin Investment Counsel, LLC's estimated gain on his DGRO holdings is $891,158.45, reflecting a 30.34% gain to date.

Samalin Investment Counsel, LLC DGRO ($63.62) Holding Chart

Samalin Investment Counsel, LLC DGRO ($63.62) 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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