Farmers & Merchants Investments Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Farmers & Merchants Investments Inc’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
2023 Q1	–	Sell	-1,191	Closed	-$59.5K	–	1753
2022 Q4	$59.5K	Buy	1,191 +435	+58%	+$21.4K	﹤0.01%	383
2022 Q3	$34K	Hold	756	–	–	﹤0.01%	458
2022 Q2	$36K	Buy	+756	New	+$38.1K	﹤0.01%	463

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's DGRO Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 1,191 shares — an estimated $59.5K sold.

Farmers & Merchants Investments Inc first reported a position in DGRO in Q2 2022 and held it in 3 quarters. The position peaked at $59.5K in Q4 2022. 855 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Farmers & Merchants Investments Inc reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1,191 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $59.5K.
Farmers & Merchants Investments Inc first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and held it in 3 quarters.
Farmers & Merchants Investments Inc's iShares Core Dividend Growth ETF position peaked at $59.5K in Q4 2022.
855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.