First Merchants Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Merchants Corp’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
2024 Q2	–	Sell	-5,669	Closed	-$329K	–	377
2024 Q1	$329K	Hold	5,669	–	–	0.02%	193
2023 Q4	$305K	Sell	5,669 -199	-3%	-$10.1K	0.03%	190
2023 Q3	$291K	Hold	5,868	–	–	0.03%	187
2023 Q2	$302K	Buy	5,868 +199	+4%	+$10K	0.03%	188
2023 Q1	$283K	Hold	5,669	–	–	0.03%	195
2022 Q4	$283K	Hold	5,669	–	–	0.03%	199
2022 Q3	$252K	Hold	5,669	–	–	0.03%	212
2022 Q2	$270K	Hold	5,669	–	–	0.03%	208
2022 Q1	$303K	Hold	5,669	–	–	0.02%	211
2021 Q4	$315K	Sell	5,669 -8,156	-59%	-$435K	0.02%	212
2021 Q3	$695K	Hold	13,825	–	–	0.04%	186
2021 Q2	$696K	Hold	13,825	–	–	0.05%	183
2021 Q1	$667K	Hold	13,825	–	–	0.04%	191
2020 Q4	$619K	Hold	13,825	–	–	0.04%	190
2020 Q3	$550K	Buy	+13,825	New	+$549K	0.04%	195

Other funds holding DGRO

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $2.3T AUM 54.33% 1-Year Est. Return

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

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

First Merchants Corp's DGRO Position: Q2 2024 in Review

First Merchants Corp sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2024, closing a stake of 5,669 shares — an estimated $329K sold.

First Merchants Corp first reported a position in DGRO in Q3 2020 and held it in 15 quarters. The position peaked at $696K in Q2 2021. 990 funds tracked by Wall St. Rank hold DGRO as of Q2 2024.

First Merchants Corp reported no remaining iShares Core Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
First Merchants Corp sold 5,669 iShares Core Dividend Growth ETF shares in Q2 2024, an estimated $329K.
First Merchants Corp first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 15 quarters.
First Merchants Corp's iShares Core Dividend Growth ETF position peaked at $696K in Q2 2021.
990 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2024.

Based on First Merchants Corp's 13F filing for Q2 2024, filed 25 Jul 2024.