AIM
DGRO icon

Advantage Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Advantage Investment 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
2018
Q3 		– Sell
-241
Closed -$8K – 1019
2018
Q2 		$8K Sell
241
-62
-20% -$2.13K 0.01% 680
2018
Q1 		$10K Buy
303
+62
+26% +$2.19K ﹤0.01% 675
2017
Q4 		$8K Hold
241
– – ﹤0.01% 727
2017
Q3 		$8K Sell
241
-154
-39% -$4.9K ﹤0.01% 731
2017
Q2 		$12K Buy
395
+154
+64% +$4.76K ﹤0.01% 661
2017
Q1 		$7K Hold
241
– – ﹤0.01% 745
2016
Q4 		$7K Hold
241
– – ﹤0.01% 692
2016
Q3 		$7K Hold
241
– – ﹤0.01% 681
2016
Q2 		$7K Buy
+241
New +$6.47K ﹤0.01% 651

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return