AWM
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Aevitas Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-28
Closed -$1K – 154
2019
Q1 		$1K Buy
+28
New +$996 ﹤0.01% 358

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aevitas Wealth Management's DGRO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in DGRO in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 310 funds tracked by Wall St. Rank hold DGRO as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 28 iShares Core Dividend Growth ETF shares in Q2 2019, an estimated $1K.
  • Aevitas Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's iShares Core Dividend Growth ETF position peaked at $1K in Q1 2019.
  • 310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.