Financial Gravity Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Gravity Asset 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 Q4	$36K	Sell	859 -10	-1%	-$404	0.02%	790
2019 Q3	$34K	Buy	+869	New	+$33.5K	0.03%	351

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's DGRO Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q4 2019, selling an estimated $404 and leaving 859 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #790.

Financial Gravity Asset Management first reported a position in DGRO in Q3 2019 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold DGRO as of Q4 2019.

Financial Gravity Asset Management held 859 shares of iShares Core Dividend Growth ETF worth $36K as of Q4 2019.
Financial Gravity Asset Management sold 10 iShares Core Dividend Growth ETF shares in Q4 2019, an estimated $404.
iShares Core Dividend Growth ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #790 holding.
Financial Gravity Asset Management first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 2 quarters since.
453 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.