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

Hartford Financial 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 Q2	–	Sell	-200	Closed	-$11.6K	–	404
2024 Q1	$11.6K	Hold	200	–	–	﹤0.01%	303
2023 Q4	$10.8K	Hold	200	–	–	﹤0.01%	307
2023 Q3	$9.91K	Hold	200	–	–	﹤0.01%	306
2023 Q2	$10.3K	Sell	200 -2,078	-91%	-$105K	﹤0.01%	285
2023 Q1	$114K	Hold	2,278	–	–	0.03%	173
2022 Q4	$114K	Hold	2,278	–	–	0.03%	173
2022 Q3	$101K	Hold	2,278	–	–	0.03%	176
2022 Q2	$109K	Hold	2,278	–	–	0.03%	172
2022 Q1	$122K	Buy	2,278 +200	+10%	+$10.7K	0.03%	173
2021 Q4	$116K	Hold	2,078	–	–	0.03%	170
2021 Q3	$104K	Hold	2,078	–	–	0.03%	174
2021 Q2	$105K	Hold	2,078	–	–	0.03%	173
2021 Q1	$100K	Hold	2,078	–	–	0.02%	176
2020 Q4	$93K	Hold	2,078	–	–	0.02%	177
2020 Q3	$83K	Hold	2,078	–	–	0.02%	172
2020 Q2	$78K	Hold	2,078	–	–	0.02%	175
2020 Q1	$68K	Hold	2,078	–	–	0.03%	169
2019 Q4	$87K	Hold	2,078	–	–	0.03%	186
2019 Q3	$81K	Hold	2,078	–	–	0.03%	188
2019 Q2	$79K	Hold	2,078	–	–	0.03%	189
2019 Q1	$76K	Hold	2,078	–	–	0.03%	193
2018 Q4	$69K	Hold	2,078	–	–	0.03%	197
2018 Q3	$77K	Hold	2,078	–	–	0.03%	203
2018 Q2	$71K	Buy	+2,078	New	+$71.5K	0.03%	214
2017 Q4	–	Sell	-2,046	Closed	-$66K	–	350
2017 Q3	$66K	Buy	+2,046	New	+$65.1K	0.03%	180

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Hartford Financial Management's DGRO Position: Q2 2024 in Review

Hartford Financial Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 200 shares — an estimated $11.6K sold.

Hartford Financial Management first reported a position in DGRO in Q3 2017 and held it in 25 quarters. The position peaked at $122K in Q1 2022. 990 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

Hartford Financial Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
Hartford Financial Management sold 200 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $11.6K.
Hartford Financial Management first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 25 quarters.
Hartford Financial Management's iShares Core Dividend Growth ETF position peaked at $122K in Q1 2022.
990 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on Hartford Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.