B. Riley Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

B. Riley Wealth Management’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 Q2	$257	Sell	5,389 -13,348	-71%	-$673K	﹤0.01%	582
2022 Q1	$1M	Sell	18,737 -10,312	-35%	-$551K	0.08%	214
2021 Q4	$1.61M	Buy	29,049 +11,834	+69%	+$632K	0.11%	173
2021 Q3	$865K	Buy	17,215 +192	+1%	+$9.95K	0.07%	242
2021 Q2	$857K	Buy	17,023 +4,099	+32%	+$206K	0.09%	176
2021 Q1	$624K	Buy	12,924 +2,831	+28%	+$131K	0.07%	200
2020 Q4	$452K	Buy	+10,093	New	+$429K	0.06%	216

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Management's DGRO Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 71% in Q2 2022, selling an estimated $673K and leaving 5,389 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #582.

B. Riley Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2021. 789 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

B. Riley Wealth Management held 5,389 shares of iShares Core Dividend Growth ETF worth $257 as of Q2 2022.
B. Riley Wealth Management sold 13,348 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $673K.
iShares Core Dividend Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #582 holding.
B. Riley Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.61M in Q4 2021.
789 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.