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DGRO icon

Ergoteles’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ergoteles’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 		– Sell
-95,542
Closed -$4.55M – 1638
2022
Q2 		$4.55M Buy
+95,542
New +$4.82M 0.14% 165

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ergoteles's DGRO Position: Q3 2022 in Review

Ergoteles sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 95,542 shares — an estimated $4.55M sold.

Ergoteles first reported a position in DGRO in Q2 2022 and held it in 1 quarter. The position peaked at $4.55M in Q2 2022. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

  • Ergoteles reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 95,542 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $4.55M.
  • Ergoteles first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 1 quarter.
  • Ergoteles's iShares Core Dividend Growth ETF position peaked at $4.55M in Q2 2022.
  • 801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.