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Palo Alto Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Palo Alto Wealth Advisors’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
2023
Q4 		– Sell
-4,180
Closed -$209K – 40
2023
Q3 		$209K Hold
4,180
– – 0.17% 38
2023
Q2 		$215K Hold
4,180
– – 0.17% 37
2023
Q1 		$209K Hold
4,180
– – 0.17% 41
2022
Q4 		$209K Buy
+4,180
New +$205K 0.18% 43

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Palo Alto Wealth Advisors's DGRO Position: Q4 2023 in Review

Palo Alto Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 4,180 shares — an estimated $209K sold.

Palo Alto Wealth Advisors first reported a position in DGRO in Q4 2022 and held it in 4 quarters. The position peaked at $215K in Q2 2023. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

  • Palo Alto Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Palo Alto Wealth Advisors sold 4,180 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $209K.
  • Palo Alto Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 4 quarters.
  • Palo Alto Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $215K in Q2 2023.
  • 964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.