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

Fortis Group Advisors’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
2020 Q3	$202K	Buy	+5,100	New	+$203K	0.04%	181

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

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

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

CIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Group Advisors's DGRO Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2020: 5,100 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Fortis Group Advisors held 5,100 shares of iShares Core Dividend Growth ETF worth $202K as of Q3 2020.
iShares Core Dividend Growth ETF was a new Fortis Group Advisors position in Q3 2020.
iShares Core Dividend Growth ETF made up 0.04% of Fortis Group Advisors's portfolio in Q3 2020, its #181 holding.
496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.