CCA
DGRO icon

Column Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Column Capital 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 		$46.4K Hold
936
– – 0.01% 334
2023
Q2 		$48.2K Hold
936
– – 0.01% 328
2023
Q1 		$46.8K Hold
936
– – 0.01% 332
2022
Q4 		$46.8K Hold
936
– – 0.01% 309
2022
Q3 		$42K Hold
936
– – 0.01% 296
2022
Q2 		$45K Hold
936
– – 0.01% 293
2022
Q1 		$50K Hold
936
– – 0.01% 289
2021
Q4 		$52K Buy
936
+341
+57% +$18.2K 0.01% 291
2021
Q3 		$30K Buy
595
+525
+750% +$27.2K 0.01% 341
2021
Q2 		$4K Buy
+70
New +$3.51K ﹤0.01% 564

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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