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Fiduciary Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fiduciary Planning’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
-55
Closed -$2K – 266
2020
Q4 		$2K Hold
55
– – ﹤0.01% 205
2020
Q3 		$2K Buy
+55
New +$2.19K ﹤0.01% 161
2020
Q2 		– Sell
-12,027
Closed -$392K – 35
2020
Q1 		$392K Buy
+12,027
New +$470K 0.74% 26

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiduciary Planning's DGRO Position: Q1 2021 in Review

Fiduciary Planning sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2021, closing a stake of 55 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in DGRO in Q1 2020 and held it in 3 quarters. The position peaked at $392K in Q1 2020. 614 funds tracked by Wall St. Rank hold DGRO as of Q1 2021.

  • Fiduciary Planning reported no remaining iShares Core Dividend Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Fiduciary Planning sold 55 iShares Core Dividend Growth ETF shares in Q1 2021, an estimated $2K.
  • Fiduciary Planning first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares Core Dividend Growth ETF position peaked at $392K in Q1 2020.
  • 614 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2021.

Based on Fiduciary Planning's 13F filing for Q1 2021, filed 20 May 2021.