YWP
DGRO icon

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

YorkBridge Wealth Partners’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
2022
Q4 		$509K Buy
10,176
+372
+4% +$18.3K 0.13% 122
2022
Q3 		$436K Sell
9,804
-1,275
-12% -$62.8K 0.11% 129
2022
Q2 		$528K Buy
11,079
+2,688
+32% +$136K 0.14% 120
2022
Q1 		$448K Buy
8,391
+67
+0.8% +$3.58K 0.1% 156
2021
Q4 		$463K Sell
8,324
-2,463
-23% -$131K 0.1% 152
2021
Q3 		$542K Sell
10,787
-850
-7% -$44K 0.14% 118
2021
Q2 		$586K Buy
11,637
+184
+2% +$9.23K 0.15% 113
2021
Q1 		$553K Sell
11,453
-3,570
-24% -$165K 0.16% 110
2020
Q4 		$673K Buy
15,023
+909
+6% +$38.6K 0.23% 89
2020
Q3 		$562K Sell
14,114
-14
-0.1% -$556 0.24% 84
2020
Q2 		$531K Buy
14,128
+308
+2% +$11.2K 0.24% 85
2020
Q1 		$450K Buy
13,820
+2,205
+19% +$86.3K 0.28% 87
2019
Q4 		$489K Buy
11,615
+1,710
+17% +$69.2K 0.22% 106
2019
Q3 		$388K Buy
9,905
+845
+9% +$32.5K 0.2% 117
2019
Q2 		$346K Sell
9,060
-5,275
-37% -$198K 0.15% 123
2019
Q1 		$527K Sell
14,335
-550
-4% -$19.6K 0.24% 92
2018
Q4 		$494K Buy
14,885
+475
+3% +$16.7K 0.26% 92
2018
Q3 		$536K Buy
14,410
+500
+4% +$18.2K 0.25% 92
2018
Q2 		$477K Buy
13,910
+275
+2% +$9.47K 0.21% 101
2018
Q1 		$465K Buy
13,635
+1,350
+11% +$47.6K 0.21% 100
2017
Q4 		$421K Buy
12,285
+4,085
+50% +$138K 0.2% 109
2017
Q3 		$266K Buy
8,200
+60
+0.7% +$1.91K 0.14% 145
2017
Q2 		$256K Buy
8,140
+5,990
+279% +$185K 0.14% 148
2017
Q1 		$66K Buy
+2,150
New +$64.5K 0.03% 334

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YorkBridge Wealth Partners's DGRO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.8% in Q4 2022, buying an estimated $18.3K and bringing the position to 10,176 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #122.

YorkBridge Wealth Partners first reported a position in DGRO in Q1 2017 and has held it in 24 quarters since. The position peaked at $673K in Q4 2020. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

  • YorkBridge Wealth Partners held 10,176 shares of iShares Core Dividend Growth ETF worth $509K as of Q4 2022.
  • YorkBridge Wealth Partners bought 372 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $18.3K.
  • iShares Core Dividend Growth ETF made up 0.13% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #122 holding.
  • YorkBridge Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and has held it in 24 quarters since.
  • YorkBridge Wealth Partners's iShares Core Dividend Growth ETF position peaked at $673K in Q4 2020.
  • 874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.