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Ishares Tr core div grwth shares owned by Targeted Financial Services

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Targeted Financial Services from 13F filings

Historical chart of Targeted Financial Services 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 Targeted Financial Services 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 Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 161k 69.42

More positions owned by Targeted Financial Services

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr State Street Con (XLP)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Ene (XLE)
Abbvie (ABBV)

View all positions for Targeted Financial Services

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth