Founders Capital Management (Texas)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Founders Capital Management (Texas)’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 Q2	–	Sell	-360	Closed	-$20K	–	395
2022 Q1	$20K	Hold	360	–	–	0.01%	210
2021 Q4	$20K	Hold	360	–	–	0.01%	210
2021 Q3	$18K	Buy	+360	New	+$18.6K	0.01%	223

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Capital Management (Texas)'s DGRO Position: Q2 2022 in Review

Founders Capital Management (Texas) sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2022, closing a stake of 360 shares — an estimated $20K sold.

Founders Capital Management (Texas) first reported a position in DGRO in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2022. 791 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Founders Capital Management (Texas) reported no remaining iShares Core Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
Founders Capital Management (Texas) sold 360 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $20K.
Founders Capital Management (Texas) first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 3 quarters.
Founders Capital Management (Texas)'s iShares Core Dividend Growth ETF position peaked at $20K in Q1 2022.
791 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2022, filed 20 Jul 2022.