R. M. Davis »

Ishares Tr core div grwth shares owned by R. M. Davis

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by R. M. Davis 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 R. M. Davis

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 4.9k 53.82
2023-09-30 $241k 4.9k 49.57

More positions owned by R. M. Davis

Apple (AAPL)
Spdr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
iShares S&P MidCap 400 Index (IJH)
Alphabet Inc Class A cs (GOOGL)
Palo Alto Networks (PANW)
Berkshire Hathaway (BRK.B)
Intuit (INTU)
Vanguard Small-Cap ETF (VB)
Amazon (AMZN)
Danaher Corporation (DHR)
Amphenol Corporation (APH)
Microchip Technology (MCHP)
NVIDIA Corporation (NVDA)
Visa (V)

View all positions for R. M. Davis

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Capital Investment Advisors
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth