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

SPC Financial Inc’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
Q2 		– Sell
-4,000
Closed -$232K – 246
2024
Q1 		$232K Sell
4,000
-2,359
-37% -$131K 0.02% 218
2023
Q4 		$342K Sell
6,359
-917
-13% -$46.5K 0.03% 178
2023
Q3 		$360K Buy
7,276
+917
+14% +$47.5K 0.04% 165
2023
Q2 		$328K Sell
6,359
-300
-5% -$15.1K 0.04% 172
2023
Q1 		$333K Sell
6,659
-32
-0.5% -$1.61K 0.04% 163
2022
Q4 		$335K Hold
6,691
– – 0.04% 158
2022
Q3 		$298K Sell
6,691
-23
-0.3% -$1.13K 0.04% 153
2022
Q2 		$320K Buy
+6,714
New +$339K 0.04% 158

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SPC Financial Inc's DGRO Position: Q2 2024 in Review

SPC Financial Inc sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 4,000 shares — an estimated $232K sold.

SPC Financial Inc first reported a position in DGRO in Q2 2022 and held it in 8 quarters. The position peaked at $360K in Q3 2023. 989 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

  • SPC Financial Inc reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
  • SPC Financial Inc sold 4,000 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $232K.
  • SPC Financial Inc first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 8 quarters.
  • SPC Financial Inc's iShares Core Dividend Growth ETF position peaked at $360K in Q3 2023.
  • 989 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on SPC Financial Inc's 13F filing for Q2 2024, filed 2 Aug 2024.