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

Sandbox Financial 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
2023 Q4	–	Sell	-128,055	Closed	-$6.34M	–	90
2023 Q3	$6.34M	Buy	128,055 +9,932	+8%	+$514K	3.35%	10
2023 Q2	$6.09M	Buy	118,123 +8,083	+7%	+$407K	3.18%	11
2023 Q1	$5.5M	Buy	110,040 +8,619	+8%	+$433K	3.32%	11
2022 Q4	$5.07M	Buy	101,421 +7,046	+7%	+$346K	3.51%	11
2022 Q3	$4.2M	Buy	94,375 +4,818	+5%	+$237K	3.07%	10
2022 Q2	$4.27M	Buy	89,557 +6,726	+8%	+$339K	3.04%	10
2022 Q1	$4.42M	Buy	82,831 +10,112	+14%	+$540K	2.53%	10
2021 Q4	$4.04M	Buy	72,719 +8,925	+14%	+$476K	2.54%	8
2021 Q3	$3.21M	Buy	63,794 +59,611	+1,425%	+$3.09M	2.29%	8
2021 Q2	$211K	Buy	+4,183	New	+$210K	0.16%	82

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sandbox Financial Partners's DGRO Position: Q4 2023 in Review

Sandbox Financial Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 128,055 shares — an estimated $6.34M sold.

Sandbox Financial Partners first reported a position in DGRO in Q2 2021 and held it in 10 quarters. The position peaked at $6.34M in Q3 2023. 964 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

Sandbox Financial Partners reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
Sandbox Financial Partners sold 128,055 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $6.34M.
Sandbox Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 10 quarters.
Sandbox Financial Partners's iShares Core Dividend Growth ETF position peaked at $6.34M in Q3 2023.
964 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Sandbox Financial Partners's 13F filing for Q4 2023, filed 18 Jan 2024.