Cypress Capital Management (Delaware)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cypress Capital Management (Delaware)’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	-14,300	Closed	-$636K	–	46
2022 Q3	$636K	Hold	14,300	–	–	0.12%	123
2022 Q2	$681K	Sell	14,300 -1,685	-11%	-$85K	0.1%	127
2022 Q1	$854K	Buy	15,985 +500	+3%	+$26.7K	0.11%	122
2021 Q4	$861K	Buy	15,485 +2,150	+16%	+$115K	0.1%	123
2021 Q3	$672K	Hold	13,335	–	–	0.09%	118
2021 Q2	$672K	Buy	13,335 +800	+6%	+$40.1K	0.09%	119
2021 Q1	$605K	Buy	12,535 +1,175	+10%	+$54.3K	0.08%	122
2020 Q4	$509K	Buy	11,360 +1,295	+13%	+$55.1K	0.07%	127
2020 Q3	$400K	Buy	10,065 +450	+5%	+$17.9K	0.06%	133
2020 Q2	$362K	Buy	9,615 +455	+5%	+$16.5K	0.06%	136
2020 Q1	$299K	Sell	9,160 -1,180	-11%	-$46.2K	0.06%	131
2019 Q4	$435K	Buy	10,340 +300	+3%	+$12.1K	0.07%	132
2019 Q3	$393K	Buy	10,040 +820	+9%	+$31.6K	0.06%	132
2019 Q2	$352K	Buy	9,220 +100	+1%	+$3.75K	0.06%	135
2019 Q1	$335K	Buy	9,120 +2,395	+36%	+$85.2K	0.06%	127
2018 Q4	$223K	Hold	6,725	–	–	0.05%	138
2018 Q3	$249K	Hold	6,725	–	–	0.04%	139
2018 Q2	$231K	Hold	6,725	–	–	0.04%	143
2018 Q1	$228K	Hold	6,725	–	–	0.04%	135
2017 Q4	$234K	Buy	6,725 +300	+5%	+$10.1K	0.04%	137
2017 Q3	$209K	Buy	+6,425	New	+$204K	0.04%	131

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

Cypress Capital Management (Delaware)'s DGRO Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 14,300 shares — an estimated $636K sold.

Cypress Capital Management (Delaware) first reported a position in DGRO in Q3 2017 and held it in 21 quarters. The position peaked at $861K in Q4 2021. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 14,300 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $636K.
Cypress Capital Management (Delaware) first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares Core Dividend Growth ETF position peaked at $861K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.