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

New Millennium 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
Q1 		– Sell
-51
Closed -$2.73K – 150
2023
Q4 		$2.73K Buy
51
+1
+2% +$51 ﹤0.01% 286
2023
Q3 		$2.48K Hold
50
– – ﹤0.01% 259
2023
Q2 		$2.58K Hold
50
– – ﹤0.01% 267
2023
Q1 		$2.49K Hold
50
– – ﹤0.01% 296
2022
Q4 		$2.48K Buy
50
+1
+2% +$49 ﹤0.01% 298
2022
Q3 		$2K Hold
49
– – ﹤0.01% 283
2022
Q2 		$2K Buy
+49
New +$2.47K ﹤0.01% 282

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

New Millennium Group's DGRO Position: Q1 2024 in Review

New Millennium Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 51 shares — an estimated $2.73K sold.

New Millennium Group first reported a position in DGRO in Q2 2022 and held it in 7 quarters. The position peaked at $2.73K in Q4 2023. 987 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • New Millennium Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • New Millennium Group sold 51 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $2.73K.
  • New Millennium Group first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 7 quarters.
  • New Millennium Group's iShares Core Dividend Growth ETF position peaked at $2.73K in Q4 2023.
  • 987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on New Millennium Group's 13F filing for Q1 2024, filed 15 May 2024.