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Ishares Tr core div grwth shares owned by Note Advisors

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

Historical chart of Note 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 Note 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 Note Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 4.0k 68.08
2025-06-30 $257k 4.0k 63.94
2025-03-31 $247k 4.0k 61.78
2024-12-31 $264k 4.3k 61.34

More positions owned by Note Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr New York Mun Etf (NYF)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfli Tips Etf (SPIP)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Note Advisors

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