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 Q1	–	Sell	-4	Closed	-$201	–	500
2022 Q4	$200	Buy	+4	New	+$196	﹤0.01%	417
2022 Q2	–	Sell	-364	Closed	-$18.4K	–	444
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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

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

Bellwether Advisors's DGRO Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 4 shares — an estimated $201 sold.

Bellwether Advisors first reported a position in DGRO in Q4 2020 and held it in 7 quarters. The position peaked at $20K in Q4 2021. 857 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Bellwether Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 4 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $201.
Bellwether Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 7 quarters.
Bellwether Advisors's iShares Core Dividend Growth ETF position peaked at $20K in Q4 2021.
857 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.