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Arlington Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Arlington Partners’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
Q3 		– Sell
-370
Closed -$19.1K – 452
2023
Q2 		$19.1K Buy
370
+45
+14% +$2.26K ﹤0.01% 407
2023
Q1 		$16.2K Hold
325
– – ﹤0.01% 376
2022
Q4 		$16.3K Buy
+325
New +$16K ﹤0.01% 326

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Arlington Partners's DGRO Position: Q3 2023 in Review

Arlington Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 370 shares — an estimated $19.1K sold.

Arlington Partners first reported a position in DGRO in Q4 2022 and held it in 3 quarters. The position peaked at $19.1K in Q2 2023. 898 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

  • Arlington Partners reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 370 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $19.1K.
  • Arlington Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 3 quarters.
  • Arlington Partners's iShares Core Dividend Growth ETF position peaked at $19.1K in Q2 2023.
  • 898 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.