1834 Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-65	Closed	-$3K	–	258
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	422
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	402
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	425
2021 Q3	$3K	Sell	65 -496	-88%	-$25.7K	﹤0.01%	450
2021 Q2	$28K	Sell	561 -13,461	-96%	-$675K	﹤0.01%	322
2021 Q1	$677K	Sell	14,022 -645	-4%	-$29.8K	0.09%	112
2020 Q4	$657K	Sell	14,667 -60	-0.4%	-$2.55K	0.09%	110
2020 Q3	$586K	Hold	14,727	–	–	0.09%	108
2020 Q2	$554K	Hold	14,727	–	–	0.09%	109
2020 Q1	$480K	Sell	14,727 -100	-0.7%	-$3.91K	0.09%	116
2019 Q4	$624K	Hold	14,827	–	–	0.1%	110
2019 Q3	$580K	Hold	14,827	–	–	0.08%	118
2019 Q2	$567K	Hold	14,827	–	–	0.09%	111
2019 Q1	$545K	Buy	14,827 +1	+0%	+$36	0.08%	114
2018 Q4	$492K	Sell	14,826 -280	-2%	-$9.84K	0.08%	116
2018 Q3	$560K	Buy	15,106 +71	+0.5%	+$2.58K	0.08%	119
2018 Q2	$515K	Hold	15,035	–	–	0.08%	119
2018 Q1	$509K	Buy	15,035 +5,921	+65%	+$209K	0.09%	120
2017 Q4	$317K	Buy	+9,114	New	+$308K	0.05%	150

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

1834 Investment Advisors's DGRO Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 65 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in DGRO in Q4 2017 and held it in 19 quarters. The position peaked at $677K in Q1 2021. 802 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

1834 Investment Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 65 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $3K.
1834 Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's iShares Core Dividend Growth ETF position peaked at $677K in Q1 2021.
802 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.