Comprehensive Financial Consultants Institutional’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q4	–	Sell	-16,844	Closed	-$773K	–	163
2022 Q3	$773K	Sell	16,844 -1,291	-7%	-$63.5K	0.51%	76
2022 Q2	$867K	Sell	18,135 -222	-1%	-$11.2K	0.62%	62
2022 Q1	$933K	Buy	18,357 +119	+0.7%	+$6.35K	0.65%	56
2021 Q4	$961K	Buy	+18,238	New	+$973K	0.62%	58

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Comprehensive Financial Consultants Institutional's DGRO Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 16,844 shares — an estimated $773K sold.

Comprehensive Financial Consultants Institutional first reported a position in DGRO in Q4 2021 and held it in 4 quarters. The position peaked at $961K in Q4 2021. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 16,844 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $773K.
Comprehensive Financial Consultants Institutional first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's iShares Core Dividend Growth ETF position peaked at $961K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.