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Caliber Wealth Management (Utah)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Caliber Wealth Management (Utah)’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
-7,625
Closed -$368K – 79
2021
Q1 		$368K Sell
7,625
-169
-2% -$7.81K 0.27% 65
2020
Q4 		$349K Buy
+7,794
New +$331K 0.34% 61

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caliber Wealth Management (Utah)'s DGRO Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2021, closing a stake of 7,625 shares — an estimated $368K sold.

Caliber Wealth Management (Utah) first reported a position in DGRO in Q4 2020 and held it in 2 quarters. The position peaked at $368K in Q1 2021. 644 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Core Dividend Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 7,625 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $368K.
  • Caliber Wealth Management (Utah) first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s iShares Core Dividend Growth ETF position peaked at $368K in Q1 2021.
  • 644 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.