All Season Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

All Season Financial Advisors’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 Q2	–	Sell	-50,981	Closed	-$2.96M	–	92
2024 Q1	$2.96M	Buy	50,981 +18,678	+58%	+$1.04M	2.45%	13
2023 Q4	$1.74M	Sell	32,303 -26,008	-45%	-$1.32M	1.48%	19
2023 Q3	$2.89M	Sell	58,311 -1,856	-3%	-$96.1K	2.92%	10
2023 Q2	$3.1M	Sell	60,167 -1,718	-3%	-$86.4K	2.78%	11
2023 Q1	$3.09M	Sell	61,885 -199	-0.3%	-$9.99K	2.8%	10
2022 Q4	$3.1M	Sell	62,084 -1,893	-3%	-$92.9K	2.74%	8
2022 Q3	$2.85M	Buy	+63,977	New	+$3.15M	3.09%	9
2022 Q1	–	Sell	-109,250	Closed	-$6.07M	–	143
2021 Q4	$6.07M	Buy	109,250 +66,334	+155%	+$3.54M	4.22%	5
2021 Q3	$2.16M	Buy	+42,916	New	+$2.22M	1.74%	18

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

All Season Financial Advisors's DGRO Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 50,981 shares — an estimated $2.96M sold.

All Season Financial Advisors first reported a position in DGRO in Q3 2021 and held it in 9 quarters. The position peaked at $6.07M in Q4 2021. 987 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

All Season Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
All Season Financial Advisors sold 50,981 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $2.96M.
All Season Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 9 quarters.
All Season Financial Advisors's iShares Core Dividend Growth ETF position peaked at $6.07M in Q4 2021.
987 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.