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TCV Trust & Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TCV Trust & Wealth Management’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 		– Sell
-4,463
Closed -$257K – 202
2024
Q2 		$257K Hold
4,463
– – 0.02% 171
2024
Q1 		$259K Hold
4,463
– – 0.02% 173
2023
Q4 		$240K Buy
+4,463
New +$226K 0.02% 171

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCV Trust & Wealth Management's DGRO Position: Q3 2024 in Review

TCV Trust & Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2024, closing a stake of 4,463 shares — an estimated $257K sold.

TCV Trust & Wealth Management first reported a position in DGRO in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

  • TCV Trust & Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 4,463 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $257K.
  • TCV Trust & Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 3 quarters.
  • TCV Trust & Wealth Management's iShares Core Dividend Growth ETF position peaked at $259K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.