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Rockbridge Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rockbridge Investment Management’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
-75
Closed -$4.04K – 241
2023
Q4 		$4.04K Buy
+75
New +$3.8K ﹤0.01% 488
2020
Q3 		– Sell
-670
Closed -$25K – 656
2020
Q2 		$25K Buy
+670
New +$24.4K 0.01% 308

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Rockbridge Investment Management's DGRO Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 75 shares — an estimated $4.04K sold.

Rockbridge Investment Management first reported a position in DGRO in Q2 2020 and held it in 2 quarters. The position peaked at $25K in Q2 2020. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 75 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $4.04K.
  • Rockbridge Investment Management first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's iShares Core Dividend Growth ETF position peaked at $25K in Q2 2020.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.