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Ishares Tr core div grwth shares owned by Planning Directions

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

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 3.5k 68.07
2025-06-30 $208k 3.3k 63.94
2021-12-31 $309k 5.6k 55.67
2021-09-30 $244k 4.9k 50.16

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

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