20/20 Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

20/20 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
2021 Q2	$4.66M	Buy	92,427 +13,116	+17%	+$658K	1.21%	24
2021 Q1	$3.83M	Buy	79,311 +11,617	+17%	+$537K	1.11%	25
2020 Q4	$3.06M	Buy	67,694 +61,803	+1,049%	+$2.63M	0.89%	31
2020 Q3	$234K	Buy	+5,891	New	+$234K	0.09%	133

Other funds holding DGRO

FCAS

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

20/20 Capital Management's DGRO Position: Q2 2021 in Review

20/20 Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2021, buying an estimated $658K and bringing the position to 92,427 shares worth $4.66M. The position accounts for 1.21% of the portfolio, ranked #24.

20/20 Capital Management first reported a position in DGRO in Q3 2020 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

20/20 Capital Management held 92,427 shares of iShares Core Dividend Growth ETF worth $4.66M as of Q2 2021.
20/20 Capital Management bought 13,116 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $658K.
iShares Core Dividend Growth ETF made up 1.21% of 20/20 Capital Management's portfolio in Q2 2021, its #24 holding.
20/20 Capital Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 4 quarters since.
645 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.