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Criterion Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Criterion Capital Advisors’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
Q4 		$525K Hold
9,108
– – 0.33% 54
2024
Q3 		$525K Hold
9,108
– – 0.33% 54
2024
Q2 		$525K Sell
9,108
-505
-5% -$28.8K 0.33% 54
2024
Q1 		$558K Sell
9,613
-480
-5% -$26.6K 0.37% 51
2023
Q4 		$543K Buy
+10,093
New +$512K 0.39% 52

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Criterion Capital Advisors's DGRO Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q4 2024 at 9,108 shares worth $525K. The position accounts for 0.33% of the portfolio, ranked #54.

Criterion Capital Advisors first reported a position in DGRO in Q4 2023 and has held it in 5 quarters since. The position peaked at $558K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • Criterion Capital Advisors held 9,108 shares of iShares Core Dividend Growth ETF worth $525K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q4 2024.
  • iShares Core Dividend Growth ETF made up 0.33% of Criterion Capital Advisors's portfolio in Q4 2024, its #54 holding.
  • Criterion Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Core Dividend Growth ETF position peaked at $558K in Q1 2024.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.