Partnership Wealth Management »

Ishares Tr core div grwth shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management 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 Partnership Wealth Management 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 264 62.69
2024-06-30 $15k 264 57.61
2024-03-31 $15k 264 58.06
2023-12-31 $14k 264 54.50

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
Capital Investment Advisors
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
Mml Investors Services

View all funds holding Ishares Tr core div grwth