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Ishares Tr core div grwth shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 50k 58.06
2023-12-31 $1.8M 33k 53.82

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Management Corporation Cl A Com Stk (ARES)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for JPL Wealth Management

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
BlackRock
Raymond James Financial Services Advisors
Envestnet Asset Management
FMR
Pnc Financial Services
Ameriprise Financial
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares Tr core div grwth