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 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 22.9% 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

Column Capital Advisors's DGRO Position: Q3 2023 in Review

Column Capital Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2023 at 936 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #334.

Column Capital Advisors first reported a position in DGRO in Q2 2021 and has held it in 10 quarters since. The position peaked at $52K in Q4 2021. 898 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Column Capital Advisors held 936 shares of iShares Core Dividend Growth ETF worth $46.4K as of Q3 2023.
Column Capital Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q3 2023.
iShares Core Dividend Growth ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #334 holding.
Column Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 10 quarters since.
Column Capital Advisors's iShares Core Dividend Growth ETF position peaked at $52K in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.