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Ishares Tr core div grwth shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $37M 531k 70.18
2025-12-31 $35M 501k 69.42

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Ishares Tr core div grwth

LPL Financial
Wealthfront Advisers
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Capital Investment Advisors
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
FMR
HighTower Advisors
Goldman Sachs Group
UBS Group
Vantagepoint Investment Advisers

View all funds holding Ishares Tr core div grwth