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AFS Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

AFS Financial Group’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
2024
Q1 		– Sell
-3,866
Closed -$208K – 26
2023
Q4 		$208K Sell
3,866
-1,509
-28% -$76.5K 0.2% 53
2023
Q3 		$266K Sell
5,375
-12,571
-70% -$651K 0.18% 81
2023
Q2 		$925K Buy
17,946
+54
+0.3% +$2.72K 0.6% 42
2023
Q1 		$894K Sell
17,892
-616
-3% -$30.9K 0.6% 41
2022
Q4 		$925K Buy
+18,508
New +$909K 0.66% 41

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AFS Financial Group's DGRO Position: Q1 2024 in Review

AFS Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2024, closing a stake of 3,866 shares — an estimated $208K sold.

AFS Financial Group first reported a position in DGRO in Q4 2022 and held it in 5 quarters. The position peaked at $925K in Q4 2022. 986 funds tracked by Wall St. Rank hold DGRO as of Q1 2024.

  • AFS Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 3,866 iShares Core Dividend Growth ETF shares in Q1 2024, an estimated $208K.
  • AFS Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's iShares Core Dividend Growth ETF position peaked at $925K in Q4 2022.
  • 986 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.