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Ishares Tr core div grwth shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 400 70.18

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Morris Financial Concepts

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth