Focused Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Focused Wealth 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
2022 Q4	–	Sell	-1,482	Closed	-$66K	–	1120
2022 Q3	$66K	Hold	1,482	–	–	0.01%	233
2022 Q2	$71K	Hold	1,482	–	–	0.01%	235
2022 Q1	$79K	Hold	1,482	–	–	0.01%	252
2021 Q4	$82K	Hold	1,482	–	–	0.01%	306
2021 Q3	$74K	Hold	1,482	–	–	0.01%	334
2021 Q2	$75K	Hold	1,482	–	–	0.01%	330
2021 Q1	$72K	Hold	1,482	–	–	0.01%	323
2020 Q4	$66K	Hold	1,482	–	–	0.01%	317
2020 Q3	$59K	Hold	1,482	–	–	0.01%	297
2020 Q2	$56K	Hold	1,482	–	–	0.01%	293
2020 Q1	$48K	Hold	1,482	–	–	0.01%	287
2019 Q4	$62K	Hold	1,482	–	–	0.01%	298
2019 Q3	$58K	Buy	+1,482	New	+$57.1K	0.02%	292

Other funds holding DGRO

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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

Fidelity Investments

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