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Ishares Tr core div grwth shares owned by Dynamic Financial Group

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

Historical chart of Dynamic Financial 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 Dynamic Financial 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 Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 5.9k 68.08
2025-06-30 $377k 5.9k 63.94

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial 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