Jamison Private Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Jamison Private 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 Q4	–	Sell	-598	Closed	-$37.5K	–	273
2024 Q3	$37.5K	Hold	598	–	–	0.01%	264
2024 Q2	$34.4K	Hold	598	–	–	0.01%	260
2024 Q1	$34.7K	Buy	+598	New	+$33.2K	0.01%	270

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

Jamison Private Wealth Management's DGRO Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 598 shares — an estimated $37.5K sold.

Jamison Private Wealth Management first reported a position in DGRO in Q1 2024 and held it in 3 quarters. The position peaked at $37.5K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Jamison Private Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 598 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $37.5K.
Jamison Private Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 3 quarters.
Jamison Private Wealth Management's iShares Core Dividend Growth ETF position peaked at $37.5K in Q3 2024.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.