TWM
DGRO icon

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return