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Ishares Tr core div grwth shares owned by Pearl Planning

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

Historical chart of Pearl Planning 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 Pearl Planning 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 107k 70.18

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Ishares Tr core div grwth

LPL Financial
Wealthfront Advisers
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Capital Investment Advisors
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
FMR
HighTower Advisors
Goldman Sachs Group
UBS Group
Mml Investors Services

View all funds holding Ishares Tr core div grwth