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DGRO icon

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

Bellwether 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 		– Hold
0
– – – 182
2023
Q1 		– Sell
-4
Closed -$201 – 506
2022
Q4 		$200 Buy
+4
New +$196 ﹤0.01% 417
2022
Q3 		– Hold
0
– – – 483
2022
Q2 		– Sell
-364
Closed -$18.4K – 447
2022
Q1 		$19K Hold
364
– – 0.01% 259
2021
Q4 		$20K Hold
364
– – 0.01% 274
2021
Q3 		$18K Hold
364
– – 0.01% 257
2021
Q2 		$18K Hold
364
– – 0.01% 229
2021
Q1 		$17K Hold
364
– – 0.01% 212
2020
Q4 		$16K Buy
+364
New +$15.5K 0.01% 206

Other funds holding DGRO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return