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Koesten Hirschmann & Crabtree’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-800
Closed -$40K – 193
2023
Q1 		$40K Hold
800
– – 0.03% 67
2022
Q4 		$40K Buy
+800
New +$39.3K 0.03% 68

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DGRO Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 800 shares — an estimated $40K sold.

Koesten Hirschmann & Crabtree first reported a position in DGRO in Q4 2022 and held it in 2 quarters. The position peaked at $40K in Q4 2022. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 800 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $40K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's iShares Core Dividend Growth ETF position peaked at $40K in Q4 2022.
  • 892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.