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AXS Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

AXS Investments’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
2021
Q2 		– Sell
-19,000
Closed -$917K – 163
2021
Q1 		$917K Buy
+19,000
New +$878K 0.33% 76

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AXS Investments's DGRO Position: Q2 2021 in Review

AXS Investments sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2021, closing a stake of 19,000 shares — an estimated $917K sold.

AXS Investments first reported a position in DGRO in Q1 2021 and held it in 1 quarter. The position peaked at $917K in Q1 2021. 644 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

  • AXS Investments reported no remaining iShares Core Dividend Growth ETF position as of Q2 2021 after selling out during the quarter.
  • AXS Investments sold 19,000 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $917K.
  • AXS Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 1 quarter.
  • AXS Investments's iShares Core Dividend Growth ETF position peaked at $917K in Q1 2021.
  • 644 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on AXS Investments's 13F filing for Q2 2021, filed 28 Jul 2021.