Cascadia Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cascadia Advisory Services’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 Q3	$698K	Buy	13,892 +1,289	+10%	+$66.8K	0.14%	151
2021 Q2	$635K	Buy	12,603 +425	+3%	+$21.3K	0.14%	152
2021 Q1	$588K	Buy	+12,178	New	+$563K	0.13%	150
2020 Q3	$471K	Sell	11,846 -3,468	-23%	-$138K	0.13%	162
2020 Q2	$576K	Buy	+15,314	New	+$557K	0.18%	117
2019 Q4	$2.31M	Buy	+54,800	New	+$2.22M	0.65%	32

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

RJFSA

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

Cascadia Advisory Services's DGRO Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q3 2021, buying an estimated $66.8K and bringing the position to 13,892 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #151.

Cascadia Advisory Services first reported a position in DGRO in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2019. 663 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

Cascadia Advisory Services held 13,892 shares of iShares Core Dividend Growth ETF worth $698K as of Q3 2021.
Cascadia Advisory Services bought 1,289 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $66.8K.
iShares Core Dividend Growth ETF made up 0.14% of Cascadia Advisory Services's portfolio in Q3 2021, its #151 holding.
Cascadia Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's iShares Core Dividend Growth ETF position peaked at $2.31M in Q4 2019.
663 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.