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TAP Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TAP Consulting’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 		$238K Buy
3,874
+132
+4% +$8.33K 0.05% 142
2024
Q3 		$235K Sell
3,742
-50
-1% -$3.01K 0.05% 146
2024
Q2 		$218K Sell
3,792
-98
-3% -$5.6K 0.05% 151
2024
Q1 		$226K Buy
+3,890
New +$216K 0.05% 144
2023
Q4 		– Sell
-9,560
Closed -$474K – 128
2023
Q3 		$474K Buy
+9,560
New +$495K 0.12% 106

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 22.96% 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

TAP Consulting's DGRO Position: Q4 2024 in Review

TAP Consulting increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q4 2024, buying an estimated $8.33K and bringing the position to 3,874 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #142.

TAP Consulting first reported a position in DGRO in Q3 2023 and has held it in 5 quarters since. The position peaked at $474K in Q3 2023. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

  • TAP Consulting held 3,874 shares of iShares Core Dividend Growth ETF worth $238K as of Q4 2024.
  • TAP Consulting bought 132 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $8.33K.
  • iShares Core Dividend Growth ETF made up 0.05% of TAP Consulting's portfolio in Q4 2024, its #142 holding.
  • TAP Consulting first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • TAP Consulting's iShares Core Dividend Growth ETF position peaked at $474K in Q3 2023.
  • 1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.