Householder Group Estate & Retirement Specialist’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Householder Group Estate & Retirement Specialist’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	-7,292	Closed	-$457K	–	694
2024 Q3	$457K	Sell	7,292 -1,098	-13%	-$66.2K	0.13%	146
2024 Q2	$483K	Sell	8,390 -311	-4%	-$17.8K	0.14%	142
2024 Q1	$505K	Buy	8,701 +50	+0.6%	+$2.78K	0.15%	133
2023 Q4	$465K	Sell	8,651 -80	-0.9%	-$4.06K	0.15%	128
2023 Q3	$432K	Buy	+8,731	New	+$452K	0.16%	123
2023 Q1	$728K	Buy	+14,573	New	+$732K	0.28%	79
2022 Q4	–	Sell	-13,803	Closed	-$613K	–	491
2022 Q3	$613K	Buy	13,803 +66	+0.5%	+$3.25K	0.25%	90
2022 Q2	$654K	Buy	13,737 +189	+1%	+$9.53K	0.29%	82
2022 Q1	$724K	Buy	13,548 +61	+0.5%	+$3.26K	0.29%	90
2021 Q4	$750K	Buy	+13,487	New	+$720K	0.28%	97

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DGRO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 7,292 shares — an estimated $457K sold.

Householder Group Estate & Retirement Specialist first reported a position in DGRO in Q4 2021 and held it in 10 quarters. The position peaked at $750K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,292 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $457K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares Core Dividend Growth ETF position peaked at $750K in Q4 2021.
1,124 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.