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Ishares Tr core div grwth shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $345k 6.4k 53.82
2023-06-30 $210k 4.0k 52.46
2023-03-31 $216k 4.3k 49.73
2022-12-31 $454k 9.1k 50.00
2022-09-30 $410k 9.2k 44.47

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Apple (AAPL)
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View all positions for National Wealth Management Group

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Capital Investment Advisors
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth