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Ishares Tr core div grwth shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy 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 Legacy 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 Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 24k 75.79
2026-03-31 $1.7M 24k 70.18

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View all positions for Legacy Wealth Advisors

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth