RE Dickinson Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

RE Dickinson Investment 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
2024 Q4	$18.4K	Hold	300	–	–	0.01%	138
2024 Q3	$18.8K	Hold	300	–	–	0.01%	136
2024 Q2	$17.3K	Hold	300	–	–	0.01%	135
2024 Q1	$17K	Hold	300	–	–	0.01%	132
2023 Q4	$16K	Hold	300	–	–	0.01%	141
2023 Q3	$15K	Buy	+300	New	+$15.5K	0.01%	149

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

RE Dickinson Investment Advisors's DGRO Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q4 2024 at 300 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #138.

RE Dickinson Investment Advisors first reported a position in DGRO in Q3 2023 and has held it in 6 quarters since. The position peaked at $18.8K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

RE Dickinson Investment Advisors held 300 shares of iShares Core Dividend Growth ETF worth $18.4K as of Q4 2024.
RE Dickinson Investment Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q4 2024.
iShares Core Dividend Growth ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #138 holding.
RE Dickinson Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 6 quarters since.
RE Dickinson Investment Advisors's iShares Core Dividend Growth ETF position peaked at $18.8K in Q3 2024.
1,124 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.