McIlrath & Eck’s iShares Core Dividend Growth ETF DGRO Stock Holding History

McIlrath & Eck’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	-10	Closed	-$627	–	990
2024 Q3	$627	Buy	+10	New	+$603	﹤0.01%	929
2022 Q4	–	Sell	-804	Closed	-$36K	–	896
2022 Q3	$36K	Buy	804 +684	+570%	+$33.7K	0.01%	301
2022 Q2	$6K	Buy	+120	New	+$6.05K	﹤0.01%	585

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

McIlrath & Eck's DGRO Position: Q4 2024 in Review

McIlrath & Eck sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 10 shares — an estimated $627 sold.

McIlrath & Eck first reported a position in DGRO in Q2 2022 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 1,123 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

McIlrath & Eck reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
McIlrath & Eck sold 10 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $627.
McIlrath & Eck first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 3 quarters.
McIlrath & Eck's iShares Core Dividend Growth ETF position peaked at $36K in Q3 2022.
1,123 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.