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

Janiczek 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	$281K	Hold	4,874	–	–	0.06%	143
2024 Q1	$283K	Buy	4,874 +4,274	+712%	+$237K	0.06%	139
2023 Q4	$32.3K	Hold	600	–	–	0.01%	472
2023 Q3	$29.9K	Hold	600	–	–	0.01%	455
2023 Q2	$30.9K	Hold	600	–	–	0.01%	388
2023 Q1	$30.4K	Hold	600	–	–	0.01%	383
2022 Q4	$30.7K	Hold	600	–	–	0.01%	385
2022 Q3	$27K	Hold	600	–	–	0.01%	402
2022 Q2	$30K	Hold	600	–	–	0.01%	397
2022 Q1	$32K	Hold	600	–	–	0.01%	378
2021 Q4	$33K	Buy	+600	New	+$32K	0.01%	388

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janiczek Wealth Management's DGRO Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2024 at 4,874 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #143.

Janiczek Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 11 quarters since. The position peaked at $283K in Q1 2024. 987 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

Janiczek Wealth Management held 4,874 shares of iShares Core Dividend Growth ETF worth $281K as of Q2 2024.
Janiczek Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2024.
iShares Core Dividend Growth ETF made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #143 holding.
Janiczek Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's iShares Core Dividend Growth ETF position peaked at $283K in Q1 2024.
987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.