Tallon Kerry Patrick’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tallon Kerry Patrick’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	$1.6M	Buy	+26,257	New	+$1.66M	1.54%	23

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Tallon Kerry Patrick's DGRO Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2024: 26,257 shares worth $1.6M. The stake represents 1.54% of the portfolio and ranks #23 among its holdings.

1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Tallon Kerry Patrick held 26,257 shares of iShares Core Dividend Growth ETF worth $1.6M as of Q4 2024.
iShares Core Dividend Growth ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares Core Dividend Growth ETF made up 1.54% of Tallon Kerry Patrick's portfolio in Q4 2024, its #23 holding.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.