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Axim Planning & Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-221
Closed -$10K – 58
2022
Q3 		$10K Buy
221
+47
+27% +$2.31K 0.01% 111
2022
Q2 		$8K Buy
+174
New +$8.77K 0.01% 97

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Axim Planning & Wealth's DGRO Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 221 shares — an estimated $10K sold.

Axim Planning & Wealth first reported a position in DGRO in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 221 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $10K.
  • Axim Planning & Wealth first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Core Dividend Growth ETF position peaked at $10K in Q3 2022.
  • 875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.