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

TritonPoint Wealth’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
Q2 		– Sell
-3,747
Closed -$299K – 324
2024
Q1 		$299K Sell
3,747
-1,800
-32% -$99.9K 0.03% 258
2023
Q4 		$299K Buy
+5,547
New +$281K 0.03% 264

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TritonPoint Wealth's DGRO Position: Q2 2024 in Review

TritonPoint Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 3,747 shares — an estimated $299K sold.

TritonPoint Wealth first reported a position in DGRO in Q4 2023 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 990 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

  • TritonPoint Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 3,747 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $299K.
  • TritonPoint Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 2 quarters.
  • TritonPoint Wealth's iShares Core Dividend Growth ETF position peaked at $299K in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.