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DGRO icon

TCWP’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TCWP’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
2023
Q4 		– Sell
-51,284
Closed -$2.54M – 64
2023
Q3 		$2.54M Sell
51,284
-524
-1% -$27.1K 1.93% 14
2023
Q2 		$2.67M Buy
51,808
+824
+2% +$41.4K 0.57% 52
2023
Q1 		$2.55M Sell
50,984
-1,729
-3% -$86.8K 0.48% 66
2022
Q4 		$2.64M Sell
52,713
-2,597
-5% -$127K 0.54% 63
2022
Q3 		$2.46M Buy
55,310
+7,410
+15% +$365K 0.52% 63
2022
Q2 		$2.28M Buy
47,900
+3,573
+8% +$180K 0.49% 61
2022
Q1 		$2.37M Buy
44,327
+36,586
+473% +$1.95M 0.43% 59
2021
Q4 		$430K Buy
+7,741
New +$413K 0.09% 161

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return