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DGRO icon

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

Corepath Wealth Partners’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
-14,576
Closed -$782K – 26
2023
Q4 		$782K Hold
14,576
– – 0.44% 19
2023
Q3 		$720K Hold
14,576
– – 0.43% 18
2023
Q2 		$756K Hold
14,576
– – 0.44% 18
2023
Q1 		$744K Hold
14,576
– – 0.47% 18
2022
Q4 		$737K Hold
14,576
– – 0.49% 18
2022
Q3 		$670K Hold
14,576
– – 0.5% 18
2022
Q2 		$690K Buy
14,576
+185
+1% +$9.33K 0.51% 19
2022
Q1 		$750K Hold
14,391
– – 0.52% 18
2021
Q4 		$800K Hold
14,391
– – 0.57% 17
2021
Q3 		$732K Hold
14,391
– – 0.56% 18
2021
Q2 		$750K Hold
14,391
– – 0.58% 18
2021
Q1 		$712K Sell
14,391
-200
-1% -$9.25K 0.63% 18
2020
Q4 		$654K Buy
+14,591
New +$620K 0.68% 17

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return