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Ishares Tr core div grwth shares owned by Next Level Private

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

Historical chart of Next Level Private investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Next Level Private 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 Next Level Private

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 3.5k 70.18

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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