Millennium Management
DGRO icon

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

Millennium 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
2021
Q4 		– Sell
-191,800
Closed -$9.64M – 6910
2021
Q3 		$9.64M Buy
191,800
+91,800
+92% +$4.75M 0.01% 2103
2021
Q2 		$5.04M Buy
+100,000
New +$5.02M ﹤0.01% 2749

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 $1.88B AUM 29.07% 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 $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Millennium Management's DGRO Position: Q4 2024 in Review

Millennium Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 3,950 shares — an estimated $248K sold.

Millennium Management first reported a position in DGRO in Q3 2017 and held it in 9 quarters. The position peaked at $1.12M in Q4 2019. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • Millennium Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Millennium Management sold 3,950 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $248K.
  • Millennium Management first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 9 quarters.
  • Millennium Management's iShares Core Dividend Growth ETF position peaked at $1.12M in Q4 2019.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.