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Ishares Tr core div grwth shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth 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 Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 7.1k 68.08
2025-06-30 $452k 7.1k 63.94
2025-03-31 $436k 7.1k 61.78

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View all positions for Potentia Wealth

Top funds holding Ishares Tr core div grwth

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
UBS Group

View all funds holding Ishares Tr core div grwth