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Ishares Tr core div grwth shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 63k 58.06
2023-12-31 $2.2M 42k 53.82
2023-09-30 $3.0M 61k 49.53
2023-06-30 $2.7M 52k 51.53
2023-03-31 $2.5M 50k 49.99

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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