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

Elmwood 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
Q1 		– Sell
-46
Closed -$3K – 157
2021
Q4 		$3K Buy
+46
New +$2.46K ﹤0.01% 330
2021
Q2 		$2K Hold
46
– – ﹤0.01% 303
2021
Q1 		$2K Buy
+46
New +$2.13K ﹤0.01% 294

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $71.6B AUM 21.08% 1-Year Est. Return

Elmwood Wealth Management's DGRO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 46 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in DGRO in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 46 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $3K.
  • Elmwood Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares Core Dividend Growth ETF position peaked at $3K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.