SpiderRock Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SpiderRock 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 Q3	$238K	Buy	+3,804	New	+$229K	﹤0.01%	774

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

SpiderRock Advisors's DGRO Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2024: 3,804 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

SpiderRock Advisors held 3,804 shares of iShares Core Dividend Growth ETF worth $238K as of Q3 2024.
iShares Core Dividend Growth ETF was a new SpiderRock Advisors position in Q3 2024.
iShares Core Dividend Growth ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #774 holding.
1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.