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Ishares Tr core div grwth shares owned by Ulland Investment Advisors

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

Historical chart of Ulland Investment 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 Ulland Investment 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 Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 440 68.18
2025-06-30 $28k 440 63.64
2025-03-31 $27k 440 61.36
2024-12-31 $27k 440 61.36

More positions owned by Ulland Investment Advisors

NVidia Corporation Stock (NVDA)
Alphabet Stock (GOOG)
Meta Platforms Stock (META)
Axon Enterprise Stock (AXON)
Vertiv Holdings Stock (VRT)
Invesco QQQ Trust ETF Etf (QQQ)
J.P. Morgan Equity Premium Income ETF Etf (JEPI)
Amazon.com Stock (AMZN)
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)
Alphabet Stock (GOOGL)
Apple Stock (AAPL)
Skyline Champion Corporation Stock (SKY)
Berkshire Hathaway Stock (BRK.A)
Microsoft Corporation Stock (MSFT)
UnitedHealth Group Stock (UNH)

View all positions for Ulland Investment Advisors

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