Accurate Investment Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-361	Closed	-$12K	–	96
2020 Q1	$12K	Buy	361 +106	+42%	+$4.15K	0.01%	266
2019 Q4	$11K	Buy	255 +108	+73%	+$4.37K	0.01%	278
2019 Q3	$6K	Hold	147	–	–	﹤0.01%	259
2019 Q2	$6K	Hold	147	–	–	﹤0.01%	256
2019 Q1	$5K	Buy	+147	New	+$5.23K	﹤0.01%	265

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Investment Solutions's DGRO Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2020, closing a stake of 361 shares — an estimated $12K sold.

Accurate Investment Solutions first reported a position in DGRO in Q1 2019 and held it in 5 quarters. The position peaked at $12K in Q1 2020. 467 funds tracked by Wall St. Rank hold DGRO as of Q2 2020.

Accurate Investment Solutions reported no remaining iShares Core Dividend Growth ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 361 iShares Core Dividend Growth ETF shares in Q2 2020, an estimated $12K.
Accurate Investment Solutions first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 5 quarters.
Accurate Investment Solutions's iShares Core Dividend Growth ETF position peaked at $12K in Q1 2020.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.