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Ishares Tr core div grwth shares owned by Merited Wealth

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

Historical chart of Merited Wealth 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 Merited Wealth 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $695k 10k 69.42

More positions owned by Merited Wealth

Ishares Core S&p 500 Etf Etf - Equity (IVV)
Capital Group Core Balanced Etf Etf - Equity (CGBL)
Vanguard Total World Stock Etf Etf - Equity (VT)
Capital Group Global Equity Etf Etf - Equity (CGGE)
Capital Group Growth Etf Etf - Equity (CGGR)
Lennar Corp Common Stocks (LEN)
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)
Capital Group Dividend Grower Etf Etf - Equity (CGDG)
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)
Capital Group Core Equity Etf Etf - Equity (CGUS)
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

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
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
Royal Bank of Canada
FMR
HighTower Advisors
Goldman Sachs Group
UBS Group

View all funds holding Ishares Tr core div grwth