Doyle Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Doyle Wealth 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
2022 Q3	$211K	Sell	4,740 -2,285	-33%	-$112K	0.02%	195
2022 Q2	$335K	Buy	+7,025	New	+$354K	0.03%	161

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Doyle Wealth Management's DGRO Position: Q3 2022 in Review

Doyle Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 33% in Q3 2022, selling an estimated $112K and leaving 4,740 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #195.

Doyle Wealth Management first reported a position in DGRO in Q2 2022 and has held it in 2 quarters since. The position peaked at $335K in Q2 2022. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Doyle Wealth Management held 4,740 shares of iShares Core Dividend Growth ETF worth $211K as of Q3 2022.
Doyle Wealth Management sold 2,285 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $112K.
iShares Core Dividend Growth ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #195 holding.
Doyle Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 2 quarters since.
Doyle Wealth Management's iShares Core Dividend Growth ETF position peaked at $335K in Q2 2022.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.