Graves Light Lenhart Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-988	Closed	-$47K	–	273
2022 Q2	$47K	Hold	988	–	–	0.01%	315
2022 Q1	$53K	Hold	988	–	–	0.01%	346
2021 Q4	$55K	Hold	988	–	–	0.01%	385
2021 Q3	$50K	Hold	988	–	–	0.01%	370
2021 Q2	$50K	Hold	988	–	–	0.01%	375
2021 Q1	$48K	Hold	988	–	–	0.01%	389
2020 Q4	$44K	Buy	+988	New	+$42K	0.01%	391

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Graves Light Lenhart Wealth's DGRO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 988 shares — an estimated $47K sold.

Graves Light Lenhart Wealth first reported a position in DGRO in Q4 2020 and held it in 7 quarters. The position peaked at $55K in Q4 2021. 802 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 988 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $47K.
Graves Light Lenhart Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Core Dividend Growth ETF position peaked at $55K in Q4 2021.
802 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.