Freedman Financial Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Freedman Financial Associates’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	-2,000	Closed	-$107K	–	95
2022 Q1	$107K	Hold	2,000	–	–	0.07%	120
2021 Q4	$111K	Hold	2,000	–	–	0.08%	114
2021 Q3	$100K	Hold	2,000	–	–	0.07%	116
2021 Q2	$101K	Hold	2,000	–	–	0.08%	111
2021 Q1	$97K	Hold	2,000	–	–	0.08%	106
2020 Q4	$90K	Buy	+2,000	New	+$85K	0.08%	105

Other funds holding DGRO

FCAS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return

Freedman Financial Associates's DGRO Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2022, closing a stake of 2,000 shares — an estimated $107K sold.

Freedman Financial Associates first reported a position in DGRO in Q4 2020 and held it in 6 quarters. The position peaked at $111K in Q4 2021. 789 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 2,000 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $107K.
Freedman Financial Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core Dividend Growth ETF position peaked at $111K in Q4 2021.
789 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.