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 $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aries Wealth Management's DGRO Position: Q3 2020 in Review

Aries Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2020, closing a stake of 17,348 shares — an estimated $652K sold.

Aries Wealth Management first reported a position in DGRO in Q1 2019 and held it in 6 quarters. The position peaked at $652K in Q2 2020. 495 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Aries Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2020 after selling out during the quarter.
Aries Wealth Management sold 17,348 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $652K.
Aries Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 6 quarters.
Aries Wealth Management's iShares Core Dividend Growth ETF position peaked at $652K in Q2 2020.
495 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Aries Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.