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Ford Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ford Financial 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
Q1 		– Sell
-5,571
Closed -$279K – 26
2022
Q4 		$279K Sell
5,571
-13
-0.2% -$638 0.11% 99
2022
Q3 		$248K Sell
5,584
-12,082
-68% -$595K 0.1% 101
2022
Q2 		$841K Sell
17,666
-27
-0.2% -$1.36K 0.34% 58
2022
Q1 		$944K Sell
17,693
-81
-0.5% -$4.33K 0.36% 49
2021
Q4 		$987K Buy
17,774
+270
+2% +$14.4K 0.2% 44
2021
Q3 		$879K Buy
17,504
+2,192
+14% +$114K 0.34% 43
2021
Q2 		$771K Sell
15,312
-418
-3% -$21K 0.29% 46
2021
Q1 		$759K Buy
15,730
+625
+4% +$28.9K 0.33% 44
2020
Q4 		$677K Buy
15,105
+1,415
+10% +$60.2K 0.32% 41
2020
Q3 		$544K Buy
13,690
+612
+5% +$24.3K 0.3% 46
2020
Q2 		$491K Sell
13,078
-655
-5% -$23.8K 0.27% 48
2020
Q1 		$447K Buy
13,733
+264
+2% +$10.3K 0.3% 45
2019
Q4 		$566K Buy
13,469
+1,237
+10% +$50K 0.33% 40
2019
Q3 		$478K Buy
12,232
+2,633
+27% +$101K 0.3% 42
2019
Q2 		$366K Buy
+9,599
New +$360K 0.25% 47

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ford Financial Group's DGRO Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 5,571 shares — an estimated $279K sold.

Ford Financial Group first reported a position in DGRO in Q2 2019 and held it in 15 quarters. The position peaked at $987K in Q4 2021. 856 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 5,571 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $279K.
  • Ford Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and held it in 15 quarters.
  • Ford Financial Group's iShares Core Dividend Growth ETF position peaked at $987K in Q4 2021.
  • 856 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.