FPFS
DGRO icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return