AWM
DGRO icon

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

Aries 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
Q3 		– Sell
-17,348
Closed -$652K – 151
2020
Q2 		$652K Buy
17,348
+4,920
+40% +$179K 0.4% 59
2020
Q1 		$398K Buy
12,428
+6,124
+97% +$240K 0.3% 76
2019
Q4 		$265K Hold
6,304
– – 0.16% 122
2019
Q3 		$245K Sell
6,304
-488
-7% -$18.8K 0.16% 123
2019
Q2 		$263K Sell
6,792
-244
-3% -$9.15K 0.18% 119
2019
Q1 		$259K Buy
+7,036
New +$250K 0.19% 117

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return