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BW
Biegel & Waller’s
iShares Core Dividend Growth ETF
DGRO
Stock Holding History
Biegel & Waller’s Portfolio
DGRO Stock Details
DGRO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
$2.89M
Sell
73,823
-1,378
-2%
-$53.1K
1.62%
15
2019
Q2
$2.87M
Buy
75,201
+1,211
+2%
+$45.4K
1.47%
16
2019
Q1
$2.72M
Buy
73,990
+5,118
+7%
+$182K
1.4%
19
2018
Q4
$2.29M
Sell
68,872
-1,802
-3%
-$63.3K
1.35%
20
2018
Q3
$2.62M
Sell
70,674
-571
-0.8%
-$20.8K
1.51%
14
2018
Q2
$2.44M
Buy
71,245
+4,565
+7%
+$157K
1.52%
14
2018
Q1
$2.26M
Buy
66,680
+1,651
+3%
+$58.3K
1.44%
15
2017
Q4
$2.26M
Buy
65,029
+5,833
+10%
+$197K
1.31%
16
2017
Q3
$1.92M
Buy
59,196
+3,361
+6%
+$107K
1.21%
15
2017
Q2
$1.75M
Buy
55,835
+6,975
+14%
+$216K
1.07%
14
2017
Q1
$1.49M
Buy
48,860
+4,709
+11%
+$141K
1.03%
13
2016
Q4
$1.3M
Buy
+44,151
New
+$1.24M
0.91%
13
Other funds holding DGRO
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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