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

Camarda Financial 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 Q3	–	Sell	-4,025	Closed	-$207K	–	67
2023 Q2	$207K	Hold	4,025	–	–	0.1%	72
2023 Q1	$201K	Hold	4,025	–	–	0.15%	62
2022 Q4	$201K	Buy	+4,025	New	+$198K	0.2%	77
2022 Q2	–	Sell	-4,025	Closed	-$215K	–	78
2022 Q1	$215K	Buy	+4,025	New	+$215K	0.1%	88

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Camarda Financial Advisors's DGRO Position: Q3 2023 in Review

Camarda Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 4,025 shares — an estimated $207K sold.

Camarda Financial Advisors first reported a position in DGRO in Q1 2022 and held it in 4 quarters. The position peaked at $215K in Q1 2022. 898 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Camarda Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Camarda Financial Advisors sold 4,025 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $207K.
Camarda Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 4 quarters.
Camarda Financial Advisors's iShares Core Dividend Growth ETF position peaked at $215K in Q1 2022.
898 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.