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Safeguard Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Safeguard Financial’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
-3,389
Closed -$212K – 120
2024
Q3 		$212K Buy
+3,389
New +$204K 0.05% 120
2023
Q3 		– Sell
-1,057
Closed -$54K – 181
2023
Q2 		$54K Buy
+1,057
New +$53.2K 0.03% 150
2022
Q2 		– Sell
-4,482
Closed -$239K – 47
2022
Q1 		$239K Buy
+4,482
New +$239K 0.36% 42

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
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

Safeguard Financial's DGRO Position: Q4 2024 in Review

Safeguard Financial sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 3,389 shares — an estimated $212K sold.

Safeguard Financial first reported a position in DGRO in Q1 2022 and held it in 3 quarters. The position peaked at $239K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • Safeguard Financial reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 3,389 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $212K.
  • Safeguard Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 3 quarters.
  • Safeguard Financial's iShares Core Dividend Growth ETF position peaked at $239K in Q1 2022.
  • 1,124 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.