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Halpern Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Halpern Financial’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 		$16.8K Buy
+269
New +$16.2K ﹤0.01% 139
2022
Q3 		– Sell
-588
Closed -$28K – 239
2022
Q2 		$28K Buy
+588
New +$29.6K 0.01% 105

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
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 $5.72T 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
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 $432B AUM 30.22% 1-Year Est. Return

Halpern Financial's DGRO Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2024: 269 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Halpern Financial previously reported a position in DGRO as recently as Q2 2022.

Halpern Financial first reported a position in DGRO in Q2 2022 and has held it in 2 quarters since. The position peaked at $28K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • Halpern Financial held 269 shares of iShares Core Dividend Growth ETF worth $16.8K as of Q3 2024.
  • iShares Core Dividend Growth ETF was a new Halpern Financial position in Q3 2024.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #139 holding.
  • Halpern Financial first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • Halpern Financial's iShares Core Dividend Growth ETF position peaked at $28K in Q2 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.