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Cutler Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cutler 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
2023
Q4 		– Sell
-400
Closed -$20.3K – 3744
2023
Q3 		$19K Buy
+400
New +$20.7K ﹤0.01% 2057
2023
Q2 		– Sell
-100
Closed -$5.03K – 3690
2023
Q1 		$4K Buy
+100
New +$5.02K ﹤0.01% 2810
2022
Q4 		– Sell
-900
Closed -$44.2K – 4545
2022
Q3 		$40K Buy
+900
New +$44.3K ﹤0.01% 2058
2021
Q1 		– Sell
-400
Closed -$18.5K – 5752
2020
Q4 		$17K Buy
+400
New +$17K ﹤0.01% 2788

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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
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
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 $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Cutler Group's DGRO Position: Q4 2023 in Review

Cutler Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 400 shares — an estimated $20.3K sold.

Cutler Group first reported a position in DGRO in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q3 2022. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

  • Cutler Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 400 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $20.3K.
  • Cutler Group first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 4 quarters.
  • Cutler Group's iShares Core Dividend Growth ETF position peaked at $40K in Q3 2022.
  • 964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.