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Impact Partnership Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-300
Closed -$14.9K – 893
2023
Q3 		$14.9K Buy
+300
New +$15.5K ﹤0.01% 519

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impact Partnership Wealth's DGRO Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 300 shares — an estimated $14.9K sold.

Impact Partnership Wealth first reported a position in DGRO in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 300 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $14.9K.
  • Impact Partnership Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares Core Dividend Growth ETF position peaked at $14.9K in Q3 2023.
  • 964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.