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

Curi Wealth Management’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
-4,550
Closed -$245K – 37
2023
Q4 		$245K Hold
4,550
– – 0.03% 133
2023
Q3 		$225K Hold
4,550
– – 0.03% 137
2023
Q2 		$234K Buy
+4,550
New +$229K 0.03% 154

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

Curi Wealth Management's DGRO Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 4,550 shares — an estimated $245K sold.

Curi Wealth Management first reported a position in DGRO in Q2 2023 and held it in 3 quarters. The position peaked at $245K in Q4 2023. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 4,550 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $245K.
  • Curi Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 3 quarters.
  • Curi Wealth Management's iShares Core Dividend Growth ETF position peaked at $245K in Q4 2023.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.