AMR
DGRO icon

Asset Management Resources’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Asset Management Resources’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
Q4 		$1.21M Sell
22,414
-333
-1% -$16.9K 0.69% 16
2023
Q3 		$1.13M Sell
22,747
-1,076
-5% -$55.7K 0.7% 15
2023
Q2 		$1.23M Buy
23,823
+131
+0.6% +$6.59K 0.75% 13
2023
Q1 		$1.18M Buy
23,692
+1,048
+5% +$52.6K 0.75% 14
2022
Q4 		$1.13M Buy
22,644
+653
+3% +$32.1K 0.77% 15
2022
Q3 		$978K Buy
21,991
+1
+0% +$49 0.96% 14
2022
Q2 		$1.05M Sell
21,990
-172
-0.8% -$8.67K 0.89% 14
2022
Q1 		$1.18M Buy
22,162
+2,163
+11% +$115K 0.96% 13
2021
Q4 		$1.11M Buy
+19,999
New +$1.07M 0.97% 14

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return