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Ishares Tr core div grwth shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors 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 Tandem Wealth Advisors 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 211k 62.69
2024-06-30 $11M 191k 57.61
2024-03-31 $11M 188k 57.68
2023-12-31 $9.0M 167k 53.82
2022-12-31 $37k 736 50.01

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Mbs Etf Etf (MBB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

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