LWM
DGRO icon

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

LJI 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
Q4 		– Sell
-3,681
Closed -$231K – 187
2024
Q3 		$231K Buy
3,681
+18
+0.5% +$1.08K 0.05% 174
2024
Q2 		$211K Buy
3,663
+15
+0.4% +$857 0.05% 172
2024
Q1 		$212K Sell
3,648
-184
-5% -$10.2K 0.05% 141
2023
Q4 		$206K Buy
+3,832
New +$194K 0.05% 156

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LJI Wealth Management's DGRO Position: Q4 2024 in Review

LJI Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 3,681 shares — an estimated $231K sold.

LJI Wealth Management first reported a position in DGRO in Q4 2023 and held it in 4 quarters. The position peaked at $231K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • LJI Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 3,681 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $231K.
  • LJI Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 4 quarters.
  • LJI Wealth Management's iShares Core Dividend Growth ETF position peaked at $231K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.