Gerber Kawasaki Wealth & Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 Q3	–	Sell	-4,239	Closed	-$218K	–	260
2023 Q2	$218K	Buy	+4,239	New	+$213K	0.01%	234
2021 Q4	–	Sell	-3	Closed	-$3K	–	486
2021 Q3	$3K	Buy	+3	New	+$155	﹤0.01%	820

Other funds holding DGRO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.9T AUM 41.92% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DGRO Position: Q3 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 4,239 shares — an estimated $218K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DGRO in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,239 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $218K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares Core Dividend Growth ETF position peaked at $218K in Q2 2023.
897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.