Guardian Capital Advisors (Canada)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Capital Advisors (Canada)’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	$250K	Hold	4,000	–	–	0.02%	160
2024 Q2	$233K	Hold	4,000	–	–	0.02%	161
2024 Q1	$221K	Hold	4,000	–	–	0.02%	162
2023 Q4	$216K	Buy	+4,000	New	+$203K	0.02%	164
2023 Q3	–	Sell	-4,000	Closed	-$207K	–	170
2023 Q2	$207K	Hold	4,000	–	–	0.02%	157
2023 Q1	$201K	Hold	4,000	–	–	0.02%	147
2022 Q4	$205K	Buy	+4,000	New	+$196K	0.02%	153
2022 Q2	–	Sell	-4,000	Closed	-$211K	–	164
2022 Q1	$211K	Hold	4,000	–	–	0.02%	160
2021 Q4	$224K	Hold	4,000	–	–	0.02%	168
2021 Q3	$202K	Hold	4,000	–	–	0.02%	167
2021 Q2	$204K	Buy	+4,000	New	+$201K	0.02%	167

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

Guardian Capital Advisors (Canada)'s DGRO Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2024 at 4,000 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #160.

Guardian Capital Advisors (Canada) first reported a position in DGRO in Q2 2021 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

Guardian Capital Advisors (Canada) held 4,000 shares of iShares Core Dividend Growth ETF worth $250K as of Q3 2024.
Guardian Capital Advisors (Canada) left its iShares Core Dividend Growth ETF share count unchanged in Q3 2024.
iShares Core Dividend Growth ETF made up 0.02% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #160 holding.
Guardian Capital Advisors (Canada) first reported a position in iShares Core Dividend Growth ETF in Q2 2021 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 Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.