Aspire Private Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aspire Private Capital’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
2019 Q3	–	Sell	-25	Closed	-$1K	–	475
2019 Q2	$1K	Sell	25 -301	-92%	-$11.3K	﹤0.01%	435
2019 Q1	$12K	Buy	326 +119	+57%	+$4.23K	0.01%	303
2018 Q4	$7K	Buy	+207	New	+$7.28K	﹤0.01%	321

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Aspire Private Capital's DGRO Position: Q3 2019 in Review

Aspire Private Capital sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in DGRO in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 343 funds tracked by Wall St. Rank hold DGRO as of Q3 2019.

Aspire Private Capital reported no remaining iShares Core Dividend Growth ETF position as of Q3 2019 after selling out during the quarter.
Aspire Private Capital sold 25 iShares Core Dividend Growth ETF shares in Q3 2019, an estimated $1K.
Aspire Private Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 3 quarters.
Aspire Private Capital's iShares Core Dividend Growth ETF position peaked at $12K in Q1 2019.
343 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2019.

Based on Aspire Private Capital's 13F filing for Q3 2019, filed 12 Nov 2019.