FRG Family Wealth Advisors »

Ishares Tr core div grwth shares owned by FRG Family Wealth Advisors

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

Historical chart of FRG Family Wealth Advisors 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 FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 500 55.95

More positions owned by FRG Family Wealth Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Boeing Company (BA)
Applied Materials (AMAT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)

View all positions for FRG Family Wealth Advisors

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