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Ishares Tr core div grwth shares owned by ADG Wealth Management Group

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

Historical chart of ADG Wealth Management Group 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 ADG Wealth Management Group 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 ADG Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 108k 68.08
2025-06-30 $6.7M 104k 63.94
2025-03-31 $6.7M 109k 61.88
2024-12-31 $6.8M 111k 61.34

More positions owned by ADG Wealth Management Group

Ishares S&p 500 Growth Etf Ishares Tr (IVW)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)
Ishares S&p 500 Value Etf Ishares Tr (IVE)
J P Morgan Exchange Traded Fd Equity Premium J P Morgan Exchange Traded F (JEPI)
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem J P Morgan Exchange Traded F (JEPQ)
Vanguard Whitehall Fds Intl High Etf Vanguard Whitehall Fds (VYMI)
Ishares Trust Core Divid Gwth Ishares Tr (DGRO)
Ishares Core S&p Mid-cap Etf Ishares Tr (IJH)
Ishares Core S&p 500 Etf Ishares Tr (IVV)
Ishares Tr Intl Div Grwth Ishares Tr (IGRO)
Utilities Select Sector Spdr Fund Select Sector Spdr Tr (XLU)
Ishares Trust Core Msci Eafe Etf Ishares Tr (IEFA)
Ishares Tr Msci Usa Qlt Fct Ishares Tr (QUAL)
Chevron Corp Chevron Corp New (CVX)
Ishares Select Dividend Etf Ishares Tr (DVY)

View all positions for ADG Wealth Management Group

Top funds holding Ishares Tr core div grwth

Morgan Stanley
LPL Financial
Wealthfront Advisers
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Capital Investment Advisors
Pnc Financial Services
Commonwealth Equity Services
Ameriprise Financial
Royal Bank of Canada
Wells Fargo & Company
FMR
Goldman Sachs Group
HighTower Advisors

View all funds holding Ishares Tr core div grwth