Ballew Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ballew Advisors’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
2018 Q4	–	Sell	-300	Closed	-$10K	–	172
2018 Q3	$10K	Hold	300	–	–	0.01%	289
2018 Q2	$10K	Sell	300 -120	-29%	-$4.13K	0.01%	302
2018 Q1	$14K	Buy	+420	New	+$14.8K	0.01%	270

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Ballew Advisors's DGRO Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2018, closing a stake of 300 shares — an estimated $10K sold.

Ballew Advisors first reported a position in DGRO in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 253 funds tracked by Wall St. Rank hold DGRO as of Q4 2018.

Ballew Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 300 iShares Core Dividend Growth ETF shares in Q4 2018, an estimated $10K.
Ballew Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and held it in 3 quarters.
Ballew Advisors's iShares Core Dividend Growth ETF position peaked at $14K in Q1 2018.
253 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.