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Ishares Tr core div grwth shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group 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 Turning Point Benefit Group 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 291 69.42
2025-09-30 $2.1k 31 68.32

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Ishares Tr Etf (FLOT)
Spdr Series Trust Etf (SPYM)
Northern Lts Fd Tr Iv Etf (WWJD)
Capital Group U S Multi Sec Etf (CGMS)
Wheaton Precious Metals Corp (WPM)
Dimensional Etf Trust Etf (DFIV)
Vanguard Whitehall Fds Etf (VYMI)
Bluerock Pvt Real Estate (BPRE)
T Rowe Price Etf Etf (TFLR)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
First Tr Exchange-traded Etf (FDL)
Capital Group Divid Value Etf Shs Creation Unit (CGDV)

View all positions for Turning Point Benefit Group

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