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

Benchmark Financial 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 Q1	–	Sell	-6,494	Closed	-$325K	–	70
2022 Q4	$325K	Sell	6,494 -1,769	-21%	-$86.8K	0.18%	52
2022 Q3	$367K	Buy	8,263 +29	+0.4%	+$1.43K	0.22%	43
2022 Q2	$392K	Buy	+8,234	New	+$415K	0.2%	40

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

Benchmark Financial Wealth Advisors's DGRO Position: Q1 2023 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 6,494 shares — an estimated $325K sold.

Benchmark Financial Wealth Advisors first reported a position in DGRO in Q2 2022 and held it in 3 quarters. The position peaked at $392K in Q2 2022. 857 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Benchmark Financial Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 6,494 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $325K.
Benchmark Financial Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 3 quarters.
Benchmark Financial Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $392K in Q2 2022.
857 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.