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Castle Financial & Retirement Planning Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$907K Buy
+16,740
New +$893K 3.08% 12

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
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

Castle Financial & Retirement Planning Associates's DGRO Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2021: 16,740 shares worth $907K. The stake represents 3.08% of the portfolio and ranks #12 among its holdings.

766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 16,740 shares of iShares Core Dividend Growth ETF worth $907K as of Q4 2021.
  • iShares Core Dividend Growth ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares Core Dividend Growth ETF made up 3.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #12 holding.
  • 766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.