Gallagher Benefit Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gallagher Benefit Services’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	$18.8M	Buy	+375,087	New	+$18.4M	3.94%	7

Other funds holding DGRO

FCAS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Gallagher Benefit Services's DGRO Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2022: 375,087 shares worth $18.8M. The stake represents 3.94% of the portfolio and ranks #7 among its holdings.

874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Gallagher Benefit Services held 375,087 shares of iShares Core Dividend Growth ETF worth $18.8M as of Q4 2022.
iShares Core Dividend Growth ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core Dividend Growth ETF made up 3.94% of Gallagher Benefit Services's portfolio in Q4 2022, its #7 holding.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.