Clearview Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Clearview Wealth 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	-1,994	Closed	-$103K	–	233
2023 Q2	$103K	Buy	1,994 +4	+0.2%	+$201	0.1%	138
2023 Q1	$99.5K	Buy	1,990 +155	+8%	+$7.78K	0.1%	147
2022 Q4	$91.8K	Buy	1,835 +6	+0.3%	+$295	0.07%	127
2022 Q3	$81K	Sell	1,829 -1,034	-36%	-$50.9K	0.06%	130
2022 Q2	$136K	Sell	2,863 -1,470	-34%	-$74.1K	0.1%	98
2022 Q1	$231K	Sell	4,333 -609	-12%	-$32.5K	0.15%	85
2021 Q4	$275K	Buy	4,942 +1,392	+39%	+$74.3K	0.17%	97
2021 Q3	$178K	Sell	3,550 -439	-11%	-$22.7K	0.11%	119
2021 Q2	$201K	Hold	3,989	–	–	0.12%	118
2021 Q1	$193K	Hold	3,989	–	–	0.13%	114
2020 Q4	$179K	Buy	+3,989	New	+$170K	0.12%	112

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 22.96% 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

Clearview Wealth Advisors's DGRO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 1,994 shares — an estimated $103K sold.

Clearview Wealth Advisors first reported a position in DGRO in Q4 2020 and held it in 11 quarters. The position peaked at $275K in Q4 2021. 898 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,994 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $103K.
Clearview Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $275K in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.