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Ishares Tr core div grwth shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management 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 BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 7.3k 58.06
2023-12-31 $701k 13k 53.82

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth