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Ishares Tr core div grwth shares owned by Pathway Financial Advisers

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

Historical chart of Pathway Financial Advisers investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Pathway Financial Advisers 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 Pathway Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 196 67.86
2024-12-31 $12k 193 61.13

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Abbvie (ABBV)
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Eaton Vance Tax Managed Diversified Eq. (ETY)
Steel Dynamics (STLD)
Enbridge (ENB)
Apple (AAPL)
Realty Income (O)
Cisco Systems (CSCO)
Pepsi (PEP)
Microsoft Corporation (MSFT)
Lockheed Martin Corporation (LMT)

View all positions for Pathway Financial Advisers

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