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Philip James Wealth Mangement »

Ishares Tr core div grwth shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$11M	182k	58.06
2023-12-31	$9.3M	173k	53.82

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Ishares Tr Msci Acwi Ex Us (ACWX)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Ishares Tr Core Div Grwth (DGRO)

Vanguard Index Fds Total Stk Mkt (VTI)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

Listed Fd Tr Horizon Kinetics (INFL)

Invesco Actively Managed Etf S&p500 Downsid (PHDG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Listed Fd Tr Core Alt Fd (CCOR)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding Ishares Tr core div grwth

Bank of America Corporation

Raymond James Financial Services Advisors

Pnc Financial Services

Wealthfront Advisers

Capital Investment Advisors

Commonwealth Equity Services

Goldman Sachs Group

Royal Bank of Canada

Wells Fargo & Company

Branch Banking & Trust Company

Advisor Group Holdings

Jpmorgan Chase & Co

HighTower Advisors

Raymond James & Associates

View all funds holding Ishares Tr core div grwth

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