Tradition Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tradition 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 Q1	–	Sell	-396	Closed	-$21K	–	582
2023 Q4	$21K	Buy	396 +5	+1%	+$254	﹤0.01%	828
2023 Q3	$19K	Hold	391	–	–	﹤0.01%	852
2023 Q2	$20K	Buy	391 +2	+0.5%	+$101	﹤0.01%	876
2023 Q1	$19K	Buy	389 +3	+0.8%	+$151	﹤0.01%	844
2022 Q4	$19K	Buy	386 +5	+1%	+$245	﹤0.01%	758
2022 Q3	$17K	Hold	381	–	–	﹤0.01%	793
2022 Q2	$18K	Buy	381 +2	+0.5%	+$101	﹤0.01%	663
2022 Q1	$20K	Buy	+379	New	+$20.2K	﹤0.01%	715
2021 Q2	–	Sell	-1,265	Closed	-$61K	–	1173
2021 Q1	$61K	Hold	1,265	–	–	0.01%	394
2020 Q4	$57K	Buy	+1,265	New	+$53.8K	0.01%	387

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tradition Wealth Management's DGRO Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 396 shares — an estimated $21K sold.

Tradition Wealth Management first reported a position in DGRO in Q4 2020 and held it in 10 quarters. The position peaked at $61K in Q1 2021. 988 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 396 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $21K.
Tradition Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's iShares Core Dividend Growth ETF position peaked at $61K in Q1 2021.
988 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.