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Ishares Tr core div grwth shares owned by Oarsman Capital

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

Historical chart of Oarsman Capital 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 Oarsman Capital 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 Oarsman Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 3.8k 68.08
2025-06-30 $241k 3.8k 63.94
2025-03-31 $233k 3.8k 61.78
2024-12-31 $260k 4.2k 61.34
2024-09-30 $263k 4.2k 62.69

More positions owned by Oarsman Capital

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Schwab International Equity Etf Etf (SCHF)
Vanguard Value Etf Etf (VTV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Nvidia Corporation Stock (NVDA)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Oarsman Capital

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