Talon Private Wealth »

Ishares Tr core div grwth shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth 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 Talon Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $838k 13k 63.94
2025-03-31 $841k 14k 61.78
2024-12-31 $1.1M 18k 61.34
2024-09-30 $1.1M 18k 62.69

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth