Atlantic Family Wealth »

Ishares Tr core div grwth shares owned by Atlantic Family Wealth

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

Historical chart of Atlantic Family Wealth 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 Atlantic Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Atlantic Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $539k 7.9k 68.08
2025-06-30 $506k 7.9k 63.94
2025-03-31 $528k 8.5k 61.78

More positions owned by Atlantic Family Wealth

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Atlantic Family Wealth

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