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Ishares Tr core div grwth shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building 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 Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 59k 68.08
2025-06-30 $4.2M 65k 63.94
2025-03-31 $4.3M 70k 61.78

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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