First Capital Advisors Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Capital Advisors Group’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 Q2	$90.8K	Hold	1,763	–	–	0.05%	223
2023 Q1	$88.1K	Hold	1,763	–	–	0.06%	156
2022 Q4	$88.2K	Hold	1,763	–	–	0.06%	168
2022 Q3	$78K	Buy	+1,763	New	+$86.8K	0.07%	153
2018 Q2	–	Sell	-5,193	Closed	-$176K	–	311
2018 Q1	$176K	Buy	+5,193	New	+$183K	0.1%	181
2017 Q3	–	Sell	-6,702	Closed	-$210K	–	156
2017 Q2	$210K	Buy	+6,702	New	+$207K	0.14%	137

Other funds holding DGRO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

First Capital Advisors Group's DGRO Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2023 at 1,763 shares worth $90.8K. The position accounts for 0.05% of the portfolio, ranked #223.

First Capital Advisors Group first reported a position in DGRO in Q2 2017 and has held it in 6 quarters since. The position peaked at $210K in Q2 2017. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

First Capital Advisors Group held 1,763 shares of iShares Core Dividend Growth ETF worth $90.8K as of Q2 2023.
First Capital Advisors Group left its iShares Core Dividend Growth ETF share count unchanged in Q2 2023.
iShares Core Dividend Growth ETF made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #223 holding.
First Capital Advisors Group first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 6 quarters since.
First Capital Advisors Group's iShares Core Dividend Growth ETF position peaked at $210K in Q2 2017.
892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.