Better Money Decisions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-152	Closed	-$8K	–	191
2021 Q3	$8K	Hold	152	–	–	0.01%	433
2021 Q2	$8K	Buy	152 +1	+0.7%	+$50	0.01%	418
2021 Q1	$7K	Buy	+151	New	+$6.98K	0.01%	398

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Better Money Decisions's DGRO Position: Q4 2021 in Review

Better Money Decisions sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 152 shares — an estimated $8K sold.

Better Money Decisions first reported a position in DGRO in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

Better Money Decisions reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 152 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $8K.
Better Money Decisions first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's iShares Core Dividend Growth ETF position peaked at $8K in Q3 2021.
766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.