Hibernia Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-4,526	Closed	-$284K	–	76
2024 Q3	$284K	Buy	4,526 +46	+1%	+$2.77K	0.08%	96
2024 Q2	$258K	Buy	+4,480	New	+$256K	0.09%	72
2023 Q4	–	Sell	-3,180	Closed	-$158K	–	132
2023 Q3	$158K	Buy	+3,180	New	+$165K	0.12%	65

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Hibernia Wealth Partners's DGRO Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 4,526 shares — an estimated $284K sold.

Hibernia Wealth Partners first reported a position in DGRO in Q3 2023 and held it in 3 quarters. The position peaked at $284K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Hibernia Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 4,526 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $284K.
Hibernia Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 3 quarters.
Hibernia Wealth Partners's iShares Core Dividend Growth ETF position peaked at $284K in Q3 2024.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.