Capstone Triton Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Capstone Triton Financial Group’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	-4,973	Closed	-$268K	–	102
2023 Q4	$268K	Sell	4,973 -71	-1%	-$3.6K	0.2%	92
2023 Q3	$250K	Hold	5,044	–	–	0.18%	94
2023 Q2	$260K	Buy	5,044 +44	+0.9%	+$2.21K	0.18%	87
2023 Q1	$250K	Sell	5,000 -664	-12%	-$33.3K	0.19%	88
2022 Q4	$283K	Buy	5,664 +77	+1%	+$3.78K	0.23%	82
2022 Q3	$248K	Buy	5,587 +506	+10%	+$24.9K	0.21%	84
2022 Q2	$251K	Sell	5,081 -22,788	-82%	-$1.15M	0.19%	87
2022 Q1	$1.43M	Buy	+27,869	New	+$1.49M	1%	33
2021 Q4	–	Sell	-27,553	Closed	-$1.46M	–	100
2021 Q3	$1.46M	Buy	27,553 +16,651	+153%	+$862K	0.88%	33
2021 Q2	$549K	Buy	+10,902	New	+$547K	0.34%	64

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Capstone Triton Financial Group's DGRO Position: Q1 2024 in Review

Capstone Triton Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 4,973 shares — an estimated $268K sold.

Capstone Triton Financial Group first reported a position in DGRO in Q2 2021 and held it in 10 quarters. The position peaked at $1.46M in Q3 2021. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

Capstone Triton Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
Capstone Triton Financial Group sold 4,973 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $268K.
Capstone Triton Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 10 quarters.
Capstone Triton Financial Group's iShares Core Dividend Growth ETF position peaked at $1.46M in Q3 2021.
986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Capstone Triton Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.