Ahrens Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$3K	Buy	+60	New	+$3.01K	﹤0.01%	838
2022 Q3	–	Sell	-210	Closed	-$10K	–	340
2022 Q2	$10K	Hold	210	–	–	﹤0.01%	640
2022 Q1	$11K	Sell	210 -561	-73%	-$30K	﹤0.01%	711
2021 Q4	$43K	Buy	+771	New	+$41.1K	0.02%	432

Other funds holding DGRO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ahrens Investment Partners's DGRO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2023: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DGRO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DGRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $43K in Q4 2021. 857 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Ahrens Investment Partners held 60 shares of iShares Core Dividend Growth ETF worth $3K as of Q1 2023.
iShares Core Dividend Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Core Dividend Growth ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #838 holding.
Ahrens Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's iShares Core Dividend Growth ETF position peaked at $43K in Q4 2021.
857 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.