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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $536k 9.2k 58.06
2023-12-31 $496k 9.2k 53.82

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Lowe's Companies (LOW)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Whelan 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