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Ishares Tr core div grwth shares owned by Warner Financial

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

Historical chart of Warner Financial 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 Warner 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $771k 13k 58.03
2023-12-31 $711k 13k 53.80
2023-09-30 $645k 13k 49.53
2023-06-30 $671k 13k 51.53
2023-03-31 $628k 13k 49.98
2022-12-31 $482k 9.6k 49.99

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Schwab International Equity ETF Etf (SCHF)
Vanguard Small Cap Index ETF Etf (VB)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Small Cap Value Index ETF Etf (VBR)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Small Cap Growth Index ETF Etf (VBK)

View all positions for Warner Financial

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