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Ishares Tr core div grwth shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers 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 Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 3.6k 62.50
2020-12-31 $230k 5.1k 44.90

More positions owned by Strategic Wealth Designers

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)

View all positions for Strategic Wealth Designers

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth