Andrew C. Karlinski’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Andrew C. Karlinski’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
2022 Q4	–	Sell	-10,861	Closed	-$483K	–	42
2022 Q3	$483K	Hold	10,861	–	–	0.73%	35
2022 Q2	$517K	Hold	10,861	–	–	0.76%	32
2022 Q1	$580K	Hold	10,861	–	–	1.05%	26
2021 Q4	$604K	Buy	+10,861	New	+$580K	1.11%	23

Other funds holding DGRO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Andrew C. Karlinski's DGRO Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 10,861 shares — an estimated $483K sold.

Andrew C. Karlinski first reported a position in DGRO in Q4 2021 and held it in 4 quarters. The position peaked at $604K in Q4 2021. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Andrew C. Karlinski reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 10,861 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $483K.
Andrew C. Karlinski first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's iShares Core Dividend Growth ETF position peaked at $604K in Q4 2021.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.