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DGRO icon

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

CIC 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
Q3 		$271K Sell
4,317
-123
-3% -$7.42K 0.07% 138
2024
Q2 		$256K Hold
4,440
– – 0.07% 139
2024
Q1 		$258K Sell
4,440
-38
-0.8% -$2.11K 0.08% 137
2023
Q4 		$241K Sell
4,478
-71
-2% -$3.6K 0.08% 138
2023
Q3 		$225K Sell
4,549
-134
-3% -$6.94K 0.08% 137
2023
Q2 		$241K Sell
4,683
-765
-14% -$38.5K 0.08% 135
2023
Q1 		$272K Sell
5,448
-3,288
-38% -$165K 0.1% 123
2022
Q4 		$437K Buy
+8,736
New +$429K 0.18% 95

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 $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $431B AUM 30.22% 1-Year Est. Return