Cardinal Strategic Wealth Guidance’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cardinal Strategic Wealth Guidance’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
2022 Q3	–	Sell	-200	Closed	-$10K	–	86
2022 Q2	$10K	Sell	200 -177	-47%	-$8.92K	0.01%	79
2022 Q1	$20K	Buy	+377	New	+$20.1K	0.01%	83
2020 Q1	–	Sell	-15,481	Closed	-$651K	–	50
2019 Q4	$651K	Buy	+15,481	New	+$626K	0.56%	31

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

RJFSA

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

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

Cardinal Strategic Wealth Guidance's DGRO Position: Q3 2022 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 200 shares — an estimated $10K sold.

Cardinal Strategic Wealth Guidance first reported a position in DGRO in Q4 2019 and held it in 3 quarters. The position peaked at $651K in Q4 2019. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Cardinal Strategic Wealth Guidance reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 200 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $10K.
Cardinal Strategic Wealth Guidance first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 3 quarters.
Cardinal Strategic Wealth Guidance's iShares Core Dividend Growth ETF position peaked at $651K in Q4 2019.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2022, filed 20 Oct 2022.