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Baldwin Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Baldwin Wealth Partners’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$2.88K – 1104
2024
Q2 		$2.88K Buy
+50
New +$2.86K ﹤0.01% 632

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldwin Wealth Partners's DGRO Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2024, closing a stake of 50 shares — an estimated $2.88K sold.

Baldwin Wealth Partners first reported a position in DGRO in Q2 2024 and held it in 1 quarter. The position peaked at $2.88K in Q2 2024. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $2.88K.
  • Baldwin Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's iShares Core Dividend Growth ETF position peaked at $2.88K in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.