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DGRO
Showing 8 of 23 quarters

Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 12.1M shares of DGRO (ISHARES TR), worth $831.5M as of 2026-Q1. The position was increased (+20.8% shares). DGRO represents 0.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$831.5M

Current Shares

12.1M

Total Value Change

+$719.4M

Total Shares Change

+10.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
12.1M
+20.8%
$831.5M0.4%$73.07
45
2025-Q4
Increased
10M
+16.1%
$693.5M0.4%$69.93
44
2025-Q3
Increased
8.6M
+16.4%
$583.1M0.4%$67.29
44
2025-Q2
Increased
7.4M
+26.7%
$470.4M0.4%$62.87
46
2025-Q1
Increased
5.8M
+38.2%
$357M0.3%$60.12
49
2024-Q4
Increased
4.2M
+36.6%
$259.2M0.2%$59.91
48
2024-Q3
Increased
3.1M
+59.0%
$193M0.2%$60.68
52
2024-Q2
Increased
1.9M
+97.1%
$112.1M0.1%$55.66
58

Other major holders of DGRO: Wealthfront Advisers LLC, First Command Advisory Services, Inc.

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