Argent Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Argent Wealth Management’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
2020 Q2	$55.4M	Buy	1,364,282 +97,414	+8%	+$3.54M	9.21%	2
2020 Q1	$42.6M	Buy	1,266,868 +268,734	+27%	+$10.5M	8.67%	2
2019 Q4	$42M	Buy	+998,134	New	+$40.4M	7.04%	3

Other funds holding DGRO

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

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

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

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

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

CIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Argent Wealth Management's DGRO Position: Q2 2020 in Review

Argent Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.7% in Q2 2020, buying an estimated $3.54M and bringing the position to 1,364,282 shares worth $55.4M. The position accounts for 9.21% of the portfolio, ranked #2.

Argent Wealth Management first reported a position in DGRO in Q4 2019 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold DGRO as of Q2 2020.

Argent Wealth Management held 1,364,282 shares of iShares Core Dividend Growth ETF worth $55.4M as of Q2 2020.
Argent Wealth Management bought 97,414 iShares Core Dividend Growth ETF shares in Q2 2020, an estimated $3.54M.
iShares Core Dividend Growth ETF made up 9.21% of Argent Wealth Management's portfolio in Q2 2020, its #2 holding.
Argent Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 3 quarters since.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.