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Ishares Tr core div grwth shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment 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 LBMC Investment 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 15k 69.42
2025-09-30 $1.0M 15k 68.08
2022-03-31 $929k 17k 53.38
2021-12-31 $967k 17k 55.57
2021-09-30 $791k 7.6k 103.51

More positions owned by LBMC Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds 28 Tr Hi (IBHH)
Ishares Tr Ibonds 2027 Term (IBHG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds 2030 Term (IBHJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for LBMC Investment Advisors

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth