Newton One Investments »

Ishares Tr core div grwth shares owned by Newton One Investments

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

Historical chart of Newton One Investments 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 Newton One Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Newton One Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $59k 862 68.09
2025-06-30 $55k 862 63.95
2025-03-31 $53k 862 61.79
2024-12-31 $53k 862 61.35

More positions owned by Newton One Investments

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)

View all positions for Newton One Investments

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