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Ishares Tr core div grwth shares owned by Riverbend Wealth Management

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

Historical chart of Riverbend Wealth Management 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 Riverbend Wealth Management 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 Riverbend Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 51k 68.08
2025-06-30 $3.3M 52k 63.94
2025-03-31 $3.2M 51k 61.78
2024-12-31 $3.3M 54k 61.40

More positions owned by Riverbend Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Broadcom (AVGO)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Riverbend Wealth Management

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