Westfield Capital Management
DGRO icon

Westfield Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Westfield Capital 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
-63,370
Closed -$3.41M – 247
2023
Q4 		$3.41M Buy
+63,370
New +$3.21M 0.02% 220

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LPL Financial
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BlackRock
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
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 $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Westfield Capital Management's DGRO Position: Q1 2024 in Review

Westfield Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 63,370 shares — an estimated $3.41M sold.

Westfield Capital Management first reported a position in DGRO in Q4 2023 and held it in 1 quarter. The position peaked at $3.41M in Q4 2023. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • Westfield Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Westfield Capital Management sold 63,370 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $3.41M.
  • Westfield Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 1 quarter.
  • Westfield Capital Management's iShares Core Dividend Growth ETF position peaked at $3.41M in Q4 2023.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on Westfield Capital Management's 13F filing for Q1 2024, filed 10 May 2024.