Number of Shares
62,113.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
2.1%
Total Estimate Gain
$612,905.32
% of Total Estimate Gain
24.18%

Taylor Financial Group, Inc.'s iShares Core Dividend ETF Holding Summary

As of 2025-03-31, Taylor Financial Group, Inc. held 62,113.00 shares of iShares Core Dividend ETF(DIVB), totaling $3.01 Mil. This investment constitutes 2.1% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0.39% of the outstanding iShares Core Dividend ETF(DIVB) stock.

The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 5 purchases of DIVB, at an average price of $40.81, for a total of 62,113.00 shares. Based on historical transaction data and DIVB's current price of $50.68, Taylor Financial Group, Inc.'s estimated gain on his DIVB holdings is $612,905.32, reflecting a 24.18% gain to date.

Taylor Financial Group, Inc. DIVB ($50.68) Holding Chart

Taylor Financial Group, Inc. DIVB ($50.68) 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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