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Burton Enright Welch’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Burton Enright Welch’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
2023
Q4 		– Sell
-4,355
Closed -$216K – 82
2023
Q3 		$216K Hold
4,355
– – 0.07% 70
2023
Q2 		$224K Buy
+4,355
New +$219K 0.07% 64

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Burton Enright Welch's DGRO Position: Q4 2023 in Review

Burton Enright Welch sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 4,355 shares — an estimated $216K sold.

Burton Enright Welch first reported a position in DGRO in Q2 2023 and held it in 2 quarters. The position peaked at $224K in Q2 2023. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

  • Burton Enright Welch reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Burton Enright Welch sold 4,355 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $216K.
  • Burton Enright Welch first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 2 quarters.
  • Burton Enright Welch's iShares Core Dividend Growth ETF position peaked at $224K in Q2 2023.
  • 964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Burton Enright Welch's 13F filing for Q4 2023, filed 9 Mar 2026.