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ICA Group Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ICA Group Wealth 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 		$6.8K Sell
118
-6,186
-98% -$353K ﹤0.01% 539
2024
Q1 		$366K Sell
6,304
-290
-4% -$16.1K 0.07% 204
2023
Q4 		$355K Sell
6,594
-406
-6% -$20.6K 0.08% 186
2023
Q3 		$347K Buy
7,000
+246
+4% +$12.7K 0.1% 169
2023
Q2 		$348K Buy
6,754
+4,684
+226% +$236K 0.09% 168
2023
Q1 		$103K Sell
2,070
-4,663
-69% -$234K 0.02% 335
2022
Q4 		$337K Sell
6,733
-801
-11% -$39.3K 0.08% 195
2022
Q3 		$335K Sell
7,534
-39
-0.5% -$1.92K 0.07% 244
2022
Q2 		$395K Sell
7,573
-1,139
-13% -$57.4K 0.07% 229
2022
Q1 		$445K Buy
+8,712
New +$465K 0.08% 205

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ICA Group Wealth Management's DGRO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 98% in Q2 2024, selling an estimated $353K and leaving 118 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

ICA Group Wealth Management first reported a position in DGRO in Q1 2022 and has held it in 10 quarters since. The position peaked at $445K in Q1 2022. 987 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

  • ICA Group Wealth Management held 118 shares of iShares Core Dividend Growth ETF worth $6.8K as of Q2 2024.
  • ICA Group Wealth Management sold 6,186 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $353K.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #539 holding.
  • ICA Group Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's iShares Core Dividend Growth ETF position peaked at $445K in Q1 2022.
  • 987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.