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Buckingham Strategic Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$489K Sell
8,495
-7,253
-46% -$414K 0.01% 468
2024
Q1 		$914K Sell
15,748
-11,151
-41% -$619K 0.01% 351
2023
Q4 		$1.45M Buy
26,899
+22,290
+484% +$1.13M 0.02% 274
2023
Q3 		$228K Buy
4,609
+333
+8% +$17.2K ﹤0.01% 602
2023
Q2 		$220K Sell
4,276
-32
-0.7% -$1.61K ﹤0.01% 611
2023
Q1 		$215K Hold
4,308
– – ﹤0.01% 551
2022
Q4 		$215K Sell
4,308
-7,461
-63% -$366K ﹤0.01% 553
2022
Q3 		$523K Buy
11,769
+5,028
+75% +$247K 0.01% 360
2022
Q2 		$321K Sell
6,741
-3,830
-36% -$193K 0.01% 454
2022
Q1 		$565K Sell
10,571
-416
-4% -$22.2K 0.01% 345
2021
Q4 		$611K Sell
10,987
-23,968
-69% -$1.28M 0.01% 333
2021
Q3 		$1.76M Buy
34,955
+7,548
+28% +$391K 0.04% 185
2021
Q2 		$1.38M Buy
27,407
+7,850
+40% +$394K 0.03% 222
2021
Q1 		$944K Buy
19,557
+4,072
+26% +$188K 0.05% 240
2020
Q4 		$694K Buy
+15,485
New +$658K 0.04% 265

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Buckingham Strategic Wealth's DGRO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 46% in Q2 2024, selling an estimated $414K and leaving 8,495 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #468.

Buckingham Strategic Wealth first reported a position in DGRO in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2021. 988 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

  • Buckingham Strategic Wealth held 8,495 shares of iShares Core Dividend Growth ETF worth $489K as of Q2 2024.
  • Buckingham Strategic Wealth sold 7,253 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $414K.
  • iShares Core Dividend Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #468 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's iShares Core Dividend Growth ETF position peaked at $1.76M in Q3 2021.
  • 988 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.