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Ishares Tr core div grwth shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne Financial Planning investment in Ishares Tr core div grwth

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29205k206k207k208k209k33393,339.533403,340.53341
Value ($)Share countHistorical DGRO position of Wrenne Financial Planning Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Wrenne Financial Planning 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 3.3k 61.34
2024-09-30 $209k 3.3k 62.69

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Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Raymond James Financial
Raymond James Financial Services Advisors
FMR
Commonwealth Equity Services
Pnc Financial Services
Capital Investment Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
BlackRock
UBS Group

View all funds holding Ishares Tr core div grwth