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Personal CFO Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Personal CFO Solutions’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
-3,221
Closed -$202K – 490
2024
Q3 		$202K Buy
+3,221
New +$194K 0.03% 537
2023
Q3 		– Sell
-4,039
Closed -$208K – 466
2023
Q2 		$208K Buy
+4,039
New +$203K 0.04% 433

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

Personal CFO Solutions's DGRO Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 3,221 shares — an estimated $202K sold.

Personal CFO Solutions first reported a position in DGRO in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 3,221 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $202K.
  • Personal CFO Solutions first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 2 quarters.
  • Personal CFO Solutions's iShares Core Dividend Growth ETF position peaked at $208K in Q2 2023.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.