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Ishares Tr core div grwth shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 24k 62.69
2024-03-31 $1.8M 31k 58.06
2023-12-31 $1.7M 31k 53.82
2022-12-31 $1.5M 29k 50.00
2022-09-30 $1.5M 35k 44.47

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Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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