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Ishares Tr core div grwth shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners 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 Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $317k 4.2k 75.79

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View all positions for Sun Group Wealth Partners

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