Alpha Cubed Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alpha Cubed Investments’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	–	Sell	-4,674	Closed	-$234K	–	273
2023 Q1	$234K	Sell	4,674 -1,195	-20%	-$60K	0.02%	230
2022 Q4	$293K	Buy	+5,869	New	+$288K	0.02%	218

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Alpha Cubed Investments's DGRO Position: Q2 2023 in Review

Alpha Cubed Investments sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 4,674 shares — an estimated $234K sold.

Alpha Cubed Investments first reported a position in DGRO in Q4 2022 and held it in 2 quarters. The position peaked at $293K in Q4 2022. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

Alpha Cubed Investments reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
Alpha Cubed Investments sold 4,674 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $234K.
Alpha Cubed Investments first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 2 quarters.
Alpha Cubed Investments's iShares Core Dividend Growth ETF position peaked at $293K in Q4 2022.
892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Alpha Cubed Investments's 13F filing for Q2 2023, filed 20 Jul 2023.