First Personal Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Personal Financial Services’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 Q3	$10.7K	Hold	170	–	–	﹤0.01%	304
2024 Q2	$9.79K	Hold	170	–	–	﹤0.01%	277
2024 Q1	$9.87K	Hold	170	–	–	﹤0.01%	280
2023 Q4	$9.15K	Hold	170	–	–	﹤0.01%	309
2023 Q3	$8.42K	Hold	170	–	–	﹤0.01%	314
2023 Q2	$8.76K	Hold	170	–	–	﹤0.01%	317
2023 Q1	$8.5K	Hold	170	–	–	﹤0.01%	333
2022 Q4	$8.5K	Hold	170	–	–	﹤0.01%	336
2022 Q3	$8K	Hold	170	–	–	﹤0.01%	349
2022 Q2	$8K	Hold	170	–	–	﹤0.01%	292
2022 Q1	$9K	Buy	+170	New	+$9.08K	﹤0.01%	301

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Personal Financial Services's DGRO Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2024 at 170 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

First Personal Financial Services first reported a position in DGRO in Q1 2022 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

First Personal Financial Services held 170 shares of iShares Core Dividend Growth ETF worth $10.7K as of Q3 2024.
First Personal Financial Services left its iShares Core Dividend Growth ETF share count unchanged in Q3 2024.
iShares Core Dividend Growth ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #304 holding.
First Personal Financial Services first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 11 quarters since.
1,044 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.