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BigSur Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

BigSur Wealth Management’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
Q2 		– Sell
-8,000
Closed -$386K – 125
2021
Q1 		$386K Buy
+8,000
New +$370K 0.2% 82

Other funds holding DGRO

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BigSur Wealth Management's DGRO Position: Q2 2021 in Review

BigSur Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2021, closing a stake of 8,000 shares — an estimated $386K sold.

BigSur Wealth Management first reported a position in DGRO in Q1 2021 and held it in 1 quarter. The position peaked at $386K in Q1 2021. 645 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

  • BigSur Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2021 after selling out during the quarter.
  • BigSur Wealth Management sold 8,000 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $386K.
  • BigSur Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 1 quarter.
  • BigSur Wealth Management's iShares Core Dividend Growth ETF position peaked at $386K in Q1 2021.
  • 645 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.