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LifePro Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

LifePro Asset 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
Q3 		$301K Sell
4,803
-439
-8% -$26.5K 0.18% 112
2024
Q2 		$302K Buy
+5,242
New +$299K 0.22% 99

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

LifePro Asset Management's DGRO Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 8.4% in Q3 2024, selling an estimated $26.5K and leaving 4,803 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #112.

LifePro Asset Management first reported a position in DGRO in Q2 2024 and has held it in 2 quarters since. The position peaked at $302K in Q2 2024. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • LifePro Asset Management held 4,803 shares of iShares Core Dividend Growth ETF worth $301K as of Q3 2024.
  • LifePro Asset Management sold 439 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $26.5K.
  • iShares Core Dividend Growth ETF made up 0.18% of LifePro Asset Management's portfolio in Q3 2024, its #112 holding.
  • LifePro Asset Management first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • LifePro Asset Management's iShares Core Dividend Growth ETF position peaked at $302K in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.