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
2024 Q1	$137K	Sell	14,000 -600	-4%	-$33.3K	0.04%	368
2023 Q4	$98K	Buy	14,600 +10,300	+240%	+$522K	0.01%	1059
2023 Q3	$1K	Sell	4,300 -15,500	-78%	-$803K	﹤0.01%	3473
2023 Q2	$7K	Buy	+19,800	New	+$996K	﹤0.01%	2429
2023 Q1	–	Sell	-300	Closed	-$1K	–	3961
2022 Q4	$1K	Sell	300 -29,800	-99%	-$1.46M	﹤0.01%	3965
2022 Q3	$3K	Buy	+30,100	New	+$1.48M	﹤0.01%	3929
2022 Q2	–	Sell	-53,300	Closed	-$11K	–	5095
2022 Q1	$11K	Buy	53,300 +41,000	+333%	+$2.19M	﹤0.01%	3531
2021 Q4	$13K	Buy	+12,300	New	+$656K	﹤0.01%	3475
2021 Q1	–	Sell	-8,100	Closed	-$41K	–	5751
2020 Q4	$41K	Sell	8,100 -6,700	-45%	-$285K	﹤0.01%	2135
2020 Q3	$20K	Buy	14,800 +13,000	+722%	+$517K	﹤0.01%	2451
2020 Q2	$1K	Buy	+1,800	New	+$65.4K	﹤0.01%	3993

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.