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

WR Wealth Planners’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 Q4	$7.36K	Hold	120	–	–	﹤0.01%	633
2024 Q3	$7.52K	Buy	120 +21	+21%	+$1.27K	﹤0.01%	675
2024 Q2	$5.7K	Hold	99	–	–	﹤0.01%	699
2024 Q1	$5.75K	Buy	+99	New	+$5.5K	﹤0.01%	691
2023 Q4	–	Sell	-340	Closed	-$16.8K	–	344
2023 Q3	$16.8K	Hold	340	–	–	0.01%	452
2023 Q2	$17.5K	Sell	340 -779	-70%	-$39.2K	0.01%	454
2023 Q1	$55.9K	Sell	1,119 -309	-22%	-$15.5K	0.02%	306
2022 Q4	$71.4K	Sell	1,428 -149	-9%	-$7.31K	0.04%	153
2022 Q3	$70.1K	Hold	1,577	–	–	0.05%	143
2022 Q2	$75.1K	Hold	1,577	–	–	0.05%	144
2022 Q1	$84.2K	Buy	+1,577	New	+$84.2K	0.05%	140

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WR Wealth Planners's DGRO Position: Q4 2024 in Review

WR Wealth Planners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q4 2024 at 120 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

WR Wealth Planners first reported a position in DGRO in Q1 2022 and has held it in 11 quarters since. The position peaked at $84.2K in Q1 2022. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

WR Wealth Planners held 120 shares of iShares Core Dividend Growth ETF worth $7.36K as of Q4 2024.
WR Wealth Planners left its iShares Core Dividend Growth ETF share count unchanged in Q4 2024.
iShares Core Dividend Growth ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #633 holding.
WR Wealth Planners first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Core Dividend Growth ETF position peaked at $84.2K in Q1 2022.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.