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Ishares Tr core div grwth shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.6M 74k 75.80
2026-03-31 $5.0M 71k 70.18
2025-12-31 $4.7M 68k 69.42

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth