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Ishares Tr core div grwth shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $383k 5.6k 68.08

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Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
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View all positions for LVW Advisors

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