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Ishares Tr core div grwth shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 3.9k 68.08
2025-06-30 $249k 3.9k 63.94
2025-03-31 $241k 3.9k 61.78
2024-12-31 $249k 3.9k 63.81

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Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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