Contravisory Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Contravisory Investment Management’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 Q4	–	Sell	-61	Closed	-$3.02K	–	373
2023 Q3	$3.02K	Buy	+61	New	+$3.16K	﹤0.01%	295
2023 Q1	–	Sell	-464	Closed	-$23.2K	–	336
2022 Q4	$23.2K	Hold	464	–	–	0.01%	245
2022 Q3	$21K	Sell	464 -869	-65%	-$42.8K	0.01%	247
2022 Q2	$64K	Buy	+1,333	New	+$67.2K	0.02%	234

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Contravisory Investment Management's DGRO Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2023, closing a stake of 61 shares — an estimated $3.02K sold.

Contravisory Investment Management first reported a position in DGRO in Q2 2022 and held it in 4 quarters. The position peaked at $64K in Q2 2022. 965 funds tracked by Wall St. Rank hold DGRO as of Q4 2023.

Contravisory Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 61 iShares Core Dividend Growth ETF shares in Q4 2023, an estimated $3.02K.
Contravisory Investment Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 4 quarters.
Contravisory Investment Management's iShares Core Dividend Growth ETF position peaked at $64K in Q2 2022.
965 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.