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

Doliver 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
2021
Q4 		– Sell
-9,571
Closed -$481K – 168
2021
Q3 		$481K Buy
+9,571
New +$496K 0.16% 102

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Doliver Advisors's DGRO Position: Q4 2021 in Review

Doliver Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 9,571 shares — an estimated $481K sold.

Doliver Advisors first reported a position in DGRO in Q3 2021 and held it in 1 quarter. The position peaked at $481K in Q3 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

  • Doliver Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Doliver Advisors sold 9,571 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $481K.
  • Doliver Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 1 quarter.
  • Doliver Advisors's iShares Core Dividend Growth ETF position peaked at $481K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Doliver Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.