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Ishares Tr core div grwth shares owned by Westmount Partners

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

Historical chart of Westmount Partners 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 Westmount Partners 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 Westmount Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $538k 7.1k 75.79
2023-09-30 $315k 6.4k 49.53

More positions owned by Westmount Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p500 Etf (IVV)
Caci Intl Cl A (CACI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Westmount Partners

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth