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Ishares Tr core div grwth shares owned by Soundwatch Capital

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

Historical chart of Soundwatch Capital 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 Soundwatch Capital 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 Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $331k 5.3k 62.69
2023-12-31 $284k 5.3k 53.82
2023-09-30 $261k 5.3k 49.53

More positions owned by Soundwatch Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
UnitedHealth (UNH)
Goldman Sachs (GS)

View all positions for Soundwatch Capital

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
FMR
Capital Investment Advisors
Ameriprise Financial
Commonwealth Equity Services
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth