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Ishares Tr core div grwth shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 308 58.06
2023-12-31 $17k 308 53.82

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth