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Kowal Investment Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kowal Investment Group’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
Q3 		$4.1M Buy
65,415
+4,411
+7% +$266K 0.75% 18
2024
Q2 		$3.51M Buy
61,004
+33,142
+119% +$1.89M 0.7% 20
2024
Q1 		$1.62M Buy
+27,862
New +$1.55M 0.35% 43
2021
Q4 		– Sell
-965
Closed -$49K – 324
2021
Q3 		$49K Buy
+965
New +$50K 0.02% 246

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kowal Investment Group's DGRO Position: Q3 2024 in Review

Kowal Investment Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.2% in Q3 2024, buying an estimated $266K and bringing the position to 65,415 shares worth $4.1M. The position accounts for 0.75% of the portfolio, ranked #18.

Kowal Investment Group first reported a position in DGRO in Q3 2021 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • Kowal Investment Group held 65,415 shares of iShares Core Dividend Growth ETF worth $4.1M as of Q3 2024.
  • Kowal Investment Group bought 4,411 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $266K.
  • iShares Core Dividend Growth ETF made up 0.75% of Kowal Investment Group's portfolio in Q3 2024, its #18 holding.
  • Kowal Investment Group first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.