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Crescent Grove Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Crescent Grove 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
2020
Q1 		– Sell
-6,123
Closed -$258K – 147
2019
Q4 		$258K Buy
+6,123
New +$248K 0.04% 136

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crescent Grove Advisors's DGRO Position: Q1 2020 in Review

Crescent Grove Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2020, closing a stake of 6,123 shares — an estimated $258K sold.

Crescent Grove Advisors first reported a position in DGRO in Q4 2019 and held it in 1 quarter. The position peaked at $258K in Q4 2019. 436 funds tracked by Wall St. Rank hold DGRO as of Q1 2020.

  • Crescent Grove Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Crescent Grove Advisors sold 6,123 iShares Core Dividend Growth ETF shares in Q1 2020, an estimated $258K.
  • Crescent Grove Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 1 quarter.
  • Crescent Grove Advisors's iShares Core Dividend Growth ETF position peaked at $258K in Q4 2019.
  • 436 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2020.

Based on Crescent Grove Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.