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

BDO Wealth 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
2023 Q2	$462K	Sell	8,972 -84	-0.9%	-$4.22K	0.05%	179
2023 Q1	$453K	Sell	9,056 -38	-0.4%	-$1.91K	0.06%	174
2022 Q4	$455K	Buy	9,094 +7	+0.1%	+$344	0.06%	179
2022 Q3	$404K	Sell	9,087 -1,222	-12%	-$60.1K	0.05%	189
2022 Q2	$491K	Sell	10,309 -562	-5%	-$28.3K	0.06%	176
2022 Q1	$581K	Sell	10,871 -4,829	-31%	-$258K	0.06%	171
2021 Q4	$873K	Sell	15,700 -595	-4%	-$31.8K	0.09%	146
2021 Q3	$819K	Sell	16,295 -1,744	-10%	-$90.3K	0.09%	145
2021 Q2	$908K	Sell	18,039 -777	-4%	-$39K	0.1%	139
2021 Q1	$908K	Sell	18,816 -4,905	-21%	-$227K	0.11%	139
2020 Q4	$1.06M	Sell	23,721 -40,998	-63%	-$1.74M	0.15%	98
2020 Q3	$2.58M	Sell	64,719 -7,676	-11%	-$305K	0.42%	44
2020 Q2	$2.72M	Sell	72,395 -1,484	-2%	-$54K	0.48%	41
2020 Q1	$2.41M	Buy	73,879 +70,383	+2,013%	+$2.75M	0.49%	42
2019 Q4	$147K	Sell	3,496 -150	-4%	-$6.07K	0.04%	219
2019 Q3	$143K	Hold	3,646	–	–	0.04%	222
2019 Q2	$139K	Buy	3,646 +1,390	+62%	+$52.1K	0.04%	224
2019 Q1	$83K	Buy	2,256 +924	+69%	+$32.9K	0.02%	235
2018 Q4	$44K	Hold	1,332	–	–	0.02%	275
2018 Q3	$49K	Sell	1,332 -966	-42%	-$35.1K	0.02%	297
2018 Q2	$79K	Hold	2,298	–	–	0.03%	236
2018 Q1	$78K	Hold	2,298	–	–	0.03%	199
2017 Q4	$80K	Buy	+2,298	New	+$77.6K	0.04%	168

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

BDO Wealth Advisors's DGRO Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.93% in Q2 2023, selling an estimated $4.22K and leaving 8,972 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #179.

BDO Wealth Advisors first reported a position in DGRO in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.72M in Q2 2020. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

BDO Wealth Advisors held 8,972 shares of iShares Core Dividend Growth ETF worth $462K as of Q2 2023.
BDO Wealth Advisors sold 84 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $4.22K.
iShares Core Dividend Growth ETF made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #179 holding.
BDO Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $2.72M in Q2 2020.
892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.