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Cambridge Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cambridge Trust’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 		– Sell
-561
Closed -$30.2K – 670
2023
Q4 		$30.2K Buy
561
+100
+22% +$5.07K ﹤0.01% 465
2023
Q3 		$22.8K Hold
461
– – ﹤0.01% 488
2023
Q2 		$23.8K Hold
461
– – ﹤0.01% 504
2023
Q1 		$23K Buy
+461
New +$23.1K ﹤0.01% 533

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
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 $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cambridge Trust's DGRO Position: Q1 2024 in Review

Cambridge Trust sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 561 shares — an estimated $30.2K sold.

Cambridge Trust first reported a position in DGRO in Q1 2023 and held it in 4 quarters. The position peaked at $30.2K in Q4 2023. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Cambridge Trust reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 561 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $30.2K.
  • Cambridge Trust first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 4 quarters.
  • Cambridge Trust's iShares Core Dividend Growth ETF position peaked at $30.2K in Q4 2023.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.