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Koss-Olinger Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-7,155
Closed -$415K – 275
2024
Q1 		$415K Buy
+7,155
New +$397K 0.22% 40

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Koss-Olinger Consulting's DGRO Position: Q2 2024 in Review

Koss-Olinger Consulting sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 7,155 shares — an estimated $415K sold.

Koss-Olinger Consulting first reported a position in DGRO in Q1 2024 and held it in 1 quarter. The position peaked at $415K in Q1 2024. 987 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

  • Koss-Olinger Consulting reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 7,155 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $415K.
  • Koss-Olinger Consulting first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares Core Dividend Growth ETF position peaked at $415K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on Koss-Olinger Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.