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Ishares Tr core div grwth shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $851k 13k 68.08
2025-06-30 $816k 13k 63.94
2025-03-31 $726k 11k 64.12
2024-12-31 $704k 11k 64.94

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Apple Stock (AAPL)
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International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
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View all positions for Roxbury Financial

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