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

Granite Bay 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
-73,833
Closed -$3.74M – 118
2023
Q4 		$3.74M Sell
73,833
-15,284
-17% -$775K 0.03% 127
2023
Q3 		$4.61M Buy
+89,117
New +$4.61M 0.05% 118

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

Granite Bay Wealth Management's DGRO Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 73,833 shares — an estimated $3.74M sold.

Granite Bay Wealth Management first reported a position in DGRO in Q3 2023 and held it in 2 quarters. The position peaked at $4.61M in Q3 2023. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 73,833 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $3.74M.
  • Granite Bay Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's iShares Core Dividend Growth ETF position peaked at $4.61M in Q3 2023.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.