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Ishares Tr core div grwth shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Whelan Financial 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 Whelan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $533k 8.5k 62.69
2024-06-30 $490k 8.5k 57.61
2024-03-31 $536k 9.2k 58.06
2023-12-31 $496k 9.2k 53.82

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Microsoft Corporation (MSFT)

View all positions for Whelan Financial

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