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Benedetti & Gucer’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Benedetti & Gucer’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
Q1 		$3.73M Buy
64,280
+2,265
+4% +$126K 1.85% 10
2023
Q4 		$3.34M Buy
62,015
+5,254
+9% +$266K 1.75% 12
2023
Q3 		$2.81M Buy
56,761
+939
+2% +$48.6K 1.54% 13
2023
Q2 		$2.88M Buy
55,822
+2,169
+4% +$109K 1.48% 12
2023
Q1 		$2.68M Buy
53,653
+255
+0.5% +$12.8K 1.54% 12
2022
Q4 		$2.67M Sell
53,398
-1,228
-2% -$60.3K 1.95% 7
2022
Q3 		$2.43M Sell
54,626
-3,720
-6% -$183K 1.91% 10
2022
Q2 		$2.81M Sell
58,346
-3,359
-5% -$169K 1.9% 12
2022
Q1 		$3.3M Buy
61,705
+207
+0.3% +$11.1K 2.21% 7
2021
Q4 		$3.42M Sell
61,498
-1,327
-2% -$70.8K 2.32% 7
2021
Q3 		$3.16M Buy
62,825
+1,586
+3% +$82.2K 2.4% 6
2021
Q2 		$3.08M Buy
61,239
+1,216
+2% +$61K 2.77% 4
2021
Q1 		$2.9M Buy
+60,023
New +$2.77M 2.66% 5

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Benedetti & Gucer's DGRO Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q1 2024, buying an estimated $126K and bringing the position to 64,280 shares worth $3.73M. The position accounts for 1.85% of the portfolio, ranked #10.

Benedetti & Gucer first reported a position in DGRO in Q1 2021 and has held it in 13 quarters since. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Benedetti & Gucer held 64,280 shares of iShares Core Dividend Growth ETF worth $3.73M as of Q1 2024.
  • Benedetti & Gucer bought 2,265 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $126K.
  • iShares Core Dividend Growth ETF made up 1.85% of Benedetti & Gucer's portfolio in Q1 2024, its #10 holding.
  • Benedetti & Gucer first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.