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Ishares Tr core div grwth shares owned by Investment Management Trust

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

Historical chart of Investment Management Trust 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 Investment Management Trust 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 Investment Management Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $360k 5.1k 70.19

More positions owned by Investment Management Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Caterpillar (CAT)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Investment Management Trust

Top funds holding Ishares Tr core div grwth

LPL Financial
Bank of America Corporation
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Capital Investment Advisors
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
Wells Fargo & Company
Pnc Financial Services
FMR
HighTower Advisors

View all funds holding Ishares Tr core div grwth