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Private Portfolio Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Private Portfolio Partners’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 		$545K Sell
8,893
-264
-3% -$16.7K 0.1% 157
2024
Q3 		$574K Buy
9,157
+629
+7% +$37.9K 0.11% 145
2024
Q2 		$491K Buy
8,528
+644
+8% +$36.8K 0.4% 51
2024
Q1 		$458K Buy
7,884
+1,851
+31% +$103K 0.1% 165
2023
Q4 		$325K Buy
6,033
+172
+3% +$8.72K 0.07% 190
2023
Q3 		$290K Buy
5,861
+44
+0.8% +$2.28K 0.08% 199
2023
Q2 		$300K Buy
5,817
+166
+3% +$8.35K 0.08% 196
2023
Q1 		$282K Buy
5,651
+41
+0.7% +$2.06K 0.08% 193
2022
Q4 		$280K Buy
5,610
+703
+14% +$34.5K 0.07% 206
2022
Q3 		$218K Sell
4,907
-21
-0.4% -$1.03K 0.06% 243
2022
Q2 		$235K Sell
4,928
-101
-2% -$5.09K 0.07% 233
2022
Q1 		$269K Sell
5,029
-783
-13% -$41.8K 0.07% 237
2021
Q4 		$323K Sell
5,812
-820
-12% -$43.8K 0.08% 212
2021
Q3 		$333K Buy
6,632
+1,104
+20% +$57.2K 0.1% 195
2021
Q2 		$278K Buy
5,528
+76
+1% +$3.81K 0.08% 216
2021
Q1 		$263K Buy
5,452
+210
+4% +$9.71K 0.09% 201
2020
Q4 		$235K Buy
+5,242
New +$223K 0.08% 197
2020
Q1 		– Sell
-4,838
Closed -$204K – 193
2019
Q4 		$204K Buy
+4,838
New +$196K 0.09% 197

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

Private Portfolio Partners's DGRO Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q4 2024, selling an estimated $16.7K and leaving 8,893 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #157.

Private Portfolio Partners first reported a position in DGRO in Q4 2019 and has held it in 18 quarters since. The position peaked at $574K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • Private Portfolio Partners held 8,893 shares of iShares Core Dividend Growth ETF worth $545K as of Q4 2024.
  • Private Portfolio Partners sold 264 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $16.7K.
  • iShares Core Dividend Growth ETF made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #157 holding.
  • Private Portfolio Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • Private Portfolio Partners's iShares Core Dividend Growth ETF position peaked at $574K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.