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Ishares Tr core div grwth shares owned by Halpern Financial

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

Historical chart of Halpern 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 Halpern 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 Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 269 62.52
2022-06-30 $28k 588 47.64

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
Capital Investment Advisors
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
Mml Investors Services

View all funds holding Ishares Tr core div grwth