Edge Capital Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Edge Capital Group’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 Q1	–	Sell	-5,339	Closed	-$239K	–	284
2020 Q4	$239K	Hold	5,339	–	–	0.02%	235
2020 Q3	$212K	Hold	5,339	–	–	0.02%	228
2020 Q2	$201K	Buy	+5,339	New	+$194K	0.02%	209
2020 Q1	–	Sell	-5,339	Closed	-$225K	–	221
2019 Q4	$225K	Hold	5,339	–	–	0.02%	214
2019 Q3	$209K	Hold	5,339	–	–	0.02%	221
2019 Q2	$204K	Buy	+5,339	New	+$200K	0.02%	241

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Edge Capital Group's DGRO Position: Q1 2021 in Review

Edge Capital Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2021, closing a stake of 5,339 shares — an estimated $239K sold.

Edge Capital Group first reported a position in DGRO in Q2 2019 and held it in 6 quarters. The position peaked at $239K in Q4 2020. 615 funds tracked by Wall St. Rank hold DGRO as of Q1 2021.

Edge Capital Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2021 after selling out during the quarter.
Edge Capital Group sold 5,339 iShares Core Dividend Growth ETF shares in Q1 2021, an estimated $239K.
Edge Capital Group first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and held it in 6 quarters.
Edge Capital Group's iShares Core Dividend Growth ETF position peaked at $239K in Q4 2020.
615 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2021.

Based on Edge Capital Group's 13F filing for Q1 2021, filed 13 May 2021.