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Boston Mountain Money Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Boston Mountain Money Management’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 		$1.66M Sell
26,454
-78
-0.3% -$4.7K 0.96% 20
2024
Q2 		$1.53M Hold
26,532
– – 1.01% 20
2024
Q1 		$1.54M Buy
+26,532
New +$1.47M 1.05% 17

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

Boston Mountain Money Management's DGRO Position: Q3 2024 in Review

Boston Mountain Money Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.29% in Q3 2024, selling an estimated $4.7K and leaving 26,454 shares worth $1.66M. The position accounts for 0.96% of the portfolio, ranked #20.

Boston Mountain Money Management first reported a position in DGRO in Q1 2024 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • Boston Mountain Money Management held 26,454 shares of iShares Core Dividend Growth ETF worth $1.66M as of Q3 2024.
  • Boston Mountain Money Management sold 78 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $4.7K.
  • iShares Core Dividend Growth ETF made up 0.96% of Boston Mountain Money Management's portfolio in Q3 2024, its #20 holding.
  • Boston Mountain Money Management first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.