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

Executive 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
2019
Q3 		– Sell
-2,555
Closed -$98K – 295
2019
Q2 		$98K Buy
2,555
+2,205
+630% +$82.7K 0.01% 219
2019
Q1 		$13K Buy
+350
New +$12.4K ﹤0.01% 497

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Executive Wealth Management's DGRO Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2019, closing a stake of 2,555 shares — an estimated $98K sold.

Executive Wealth Management first reported a position in DGRO in Q1 2019 and held it in 2 quarters. The position peaked at $98K in Q2 2019. 342 funds tracked by Wall St. Rank hold DGRO as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,555 iShares Core Dividend Growth ETF shares in Q3 2019, an estimated $98K.
  • Executive Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's iShares Core Dividend Growth ETF position peaked at $98K in Q2 2019.
  • 342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.