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Ishares Tr core div grwth shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 352k 49.61
2023-06-30 $18M 347k 52.46
2023-03-31 $17M 333k 50.19

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth