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

CFS Investment 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
2023
Q3 		– Sell
-38,764
Closed -$2M – 171
2023
Q2 		$2M Buy
38,764
+1,639
+4% +$82.4K 0.26% 75
2023
Q1 		$1.86M Sell
37,125
-8,420
-18% -$423K 0.34% 48
2022
Q4 		$2.28M Sell
45,545
-2,044,488
-98% -$100M 0.52% 31
2022
Q3 		$2.09M Buy
2,090,033
+2,046,007
+4,647% +$101M 0.48% 34
2022
Q2 		$2.1M Sell
44,026
-2,349,141
-98% -$118M 0.32% 66
2022
Q1 		$45K Buy
2,393,167
+2,352,950
+5,851% +$126M 0.2% 65
2021
Q4 		$2.16M Buy
40,217
+9,195
+30% +$491K 0.29% 71
2021
Q3 		$1.56M Buy
+31,022
New +$1.61M 0.21% 111
2020
Q4 		$1.21M Buy
+26,883
New +$1.14M 0.19% 119

Other funds holding DGRO

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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return