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

Wealth Management Resources’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	-6,519	Closed	-$376K	–	32
2024 Q2	$376K	Hold	6,519	–	–	0.16%	31
2024 Q1	$379K	Hold	6,519	–	–	0.16%	34
2023 Q4	$351K	Hold	6,519	–	–	0.16%	33
2023 Q3	$323K	Hold	6,519	–	–	0.16%	36
2023 Q2	$356K	Sell	6,519 -2,024	-24%	-$102K	0.21%	33
2023 Q1	$438K	Buy	8,543 +2,024	+31%	+$102K	0.27%	35
2022 Q4	$326K	Hold	6,519	–	–	0.21%	37
2022 Q3	$289K	Sell	6,519 -1	-0%	-$49	0.19%	37
2022 Q2	$311K	Buy	6,520 +34	+0.5%	+$1.71K	0.19%	34
2022 Q1	$346K	Buy	6,486 +31	+0.5%	+$1.66K	0.24%	37
2021 Q4	$359K	Buy	+6,455	New	+$344K	0.23%	38

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Management Resources's DGRO Position: Q3 2024 in Review

Wealth Management Resources sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2024, closing a stake of 6,519 shares — an estimated $376K sold.

Wealth Management Resources first reported a position in DGRO in Q4 2021 and held it in 11 quarters. The position peaked at $438K in Q1 2023. 1,042 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

Wealth Management Resources reported no remaining iShares Core Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
Wealth Management Resources sold 6,519 iShares Core Dividend Growth ETF shares in Q3 2024, an estimated $376K.
Wealth Management Resources first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 11 quarters.
Wealth Management Resources's iShares Core Dividend Growth ETF position peaked at $438K in Q1 2023.
1,042 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on Wealth Management Resources's 13F filing for Q3 2024, filed 31 Oct 2024.