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Ishares Tr core div grwth shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors 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 Sage Mountain Advisors 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $76 1 76.00

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Golub Capital BDC (GBDC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust St Str Msci Usaq (QUS)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard World Inf Tech Etf (VGT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Sage Mountain Advisors

Top funds holding Ishares Tr core div grwth

LPL Financial
Morgan Stanley
Bank of America Corporation
Wealthfront Advisers
Jones Financial Companies, L.L
Raymond James Financial
Envestnet Asset Management
Capital Investment Advisors
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
HighTower Advisors
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth