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AJ Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

AJ Wealth Strategies’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
Q2 		$213K Hold
4,130
– – 0.01% 275
2023
Q1 		$206K Buy
+4,130
New +$207K 0.01% 269

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

AJ Wealth Strategies's DGRO Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2023 at 4,130 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #275.

AJ Wealth Strategies first reported a position in DGRO in Q1 2023 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

  • AJ Wealth Strategies held 4,130 shares of iShares Core Dividend Growth ETF worth $213K as of Q2 2023.
  • AJ Wealth Strategies left its iShares Core Dividend Growth ETF share count unchanged in Q2 2023.
  • iShares Core Dividend Growth ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #275 holding.
  • AJ Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.