Israel Englander’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Israel Englander’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	-3,950	Closed	-$248K	–	6046
2024 Q3	$248K	Buy	+3,950	New	+$238K	﹤0.01%	5312
2024 Q2	–	Sell	-8,953	Closed	-$520K	–	5999
2024 Q1	$520K	Buy	+8,953	New	+$497K	﹤0.01%	4783
2023 Q4	–	Sell	-8,328	Closed	-$412K	–	6170
2023 Q3	$412K	Buy	8,328 +2,628	+46%	+$136K	﹤0.01%	4764
2023 Q2	$294K	Buy	+5,700	New	+$287K	﹤0.01%	4899
2022 Q4	–	Sell	-7,364	Closed	-$327K	–	6648
2022 Q3	$327K	Buy	+7,364	New	+$362K	﹤0.01%	5294
2022 Q1	–	Sell	-10,187	Closed	-$566K	–	7004
2021 Q4	$566K	Buy	+10,187	New	+$544K	﹤0.01%	4933
2020 Q1	–	Sell	-26,582	Closed	-$1.12M	–	3969
2019 Q4	$1.12M	Buy	26,582 +9,024	+51%	+$365K	﹤0.01%	2952
2019 Q3	$687K	Buy	+17,558	New	+$676K	﹤0.01%	3064
2017 Q4	–	Sell	-11,698	Closed	-$380K	–	3836
2017 Q3	$380K	Buy	+11,698	New	+$372K	﹤0.01%	2965

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Israel Englander's DGRO Position: Q4 2024 in Review

Israel Englander sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 3,950 shares — an estimated $248K sold.

Israel Englander first reported a position in DGRO in Q3 2017 and held it in 9 quarters. The position peaked at $1.12M in Q4 2019. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Israel Englander reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 3,950 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $248K.
Israel Englander first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 9 quarters.
Israel Englander's iShares Core Dividend Growth ETF position peaked at $1.12M in Q4 2019.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.