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Ishares Tr core div grwth shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 28k 61.34
2024-09-30 $1.8M 28k 62.69
2024-06-30 $1.6M 27k 57.61

More positions owned by Merkkuri Wealth Advisors

Schwab Strategic Tr Equities (SCHD)
Spdr Ser Tr Equities (SPLG)
Spdr S&p 500 Etf Tr Equities (SPY)
Invesco Qqq Tr Equities (QQQ)
Fidelity Merrimack Str Tr Equities (FBND)
Ishares Tr Equities (IUSG)
Ishares Tr Equities (IJH)
J P Morgan Exchange Traded F Equities (JEPI)
Ishares Tr Equities (IEFA)
Invesco Exchange Traded Fd T Equities (RSP)
Ishares Tr Equities (IVV)
Ishares Tr Equities (AGG)
First Tr Exchange-traded Equities (FTHI)
Ishares Equities (IEMG)
Ishares Tr Equities (IVW)

View all positions for Merkkuri Wealth Advisors

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