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Ishares Tr core div grwth shares owned by Legacy Trust

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

Historical chart of Legacy 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 Legacy 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 Legacy Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $331k 5.4k 61.34
2024-09-30 $338k 5.4k 62.69

More positions owned by Legacy Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
SSgA Funds Management Tr Unit (SPY)
United Rentals (URI)
Ishares Core S&p500 Etf (IVV)
Palo Alto Networks (PANW)
Visa Com Cl A (V)
Alphabet Cap Stk Cl A (GOOGL)
W.W. Grainger (GWW)
Goldman Sachs (GS)
American Express Company (AXP)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
TSMC Sponsored Ads (TSM)
Costco Wholesale Corporation (COST)

View all positions for Legacy Trust

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth