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

Hershey Financial Advisers’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	$3.75K	Buy	+65	New	+$3.71K	﹤0.01%	123

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hershey Financial Advisers's DGRO Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2024: 65 shares worth $3.75K. The stake represents ﹤0.01% of the portfolio and ranks #123 among its holdings.

987 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

Hershey Financial Advisers held 65 shares of iShares Core Dividend Growth ETF worth $3.75K as of Q2 2024.
iShares Core Dividend Growth ETF was a new Hershey Financial Advisers position in Q2 2024.
iShares Core Dividend Growth ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #123 holding.
987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.