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Ishares Tr core div grwth shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 109k 62.69
2024-06-30 $3.5M 61k 57.61
2024-03-31 $935k 16k 58.06
2022-09-30 $239k 5.4k 44.51

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
Capital Investment Advisors
Commonwealth Equity Services
Royal Bank of Canada
Wells Fargo & Company
Mml Investors Services
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Horizon Investments

View all funds holding Ishares Tr core div grwth