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Ishares Tr core div grwth shares owned by CVFG

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

Historical chart of CVFG 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 CVFG 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 CVFG

Quarter filed Position value Share count Share price at filing
2025-12-31 $458k 6.6k 69.42
2025-09-30 $449k 6.6k 68.08
2025-06-30 $412k 6.4k 63.94
2025-03-31 $387k 6.3k 61.78
2024-12-31 $404k 6.6k 61.34

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Spdr Series Trust State Street Spd (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CVFG

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
Royal Bank of Canada
FMR
HighTower Advisors
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth