CWA
DGRO icon

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
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