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Harfst & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Harfst & 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
2017
Q2 		– Sell
-171
Closed -$5K – 245
2017
Q1 		$5K Buy
+171
New +$5.13K ﹤0.01% 253

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harfst & Associates's DGRO Position: Q2 2017 in Review

Harfst & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2017, closing a stake of 171 shares — an estimated $5K sold.

Harfst & Associates first reported a position in DGRO in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 127 funds tracked by Wall St. Rank hold DGRO as of Q2 2017.

  • Harfst & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Harfst & Associates sold 171 iShares Core Dividend Growth ETF shares in Q2 2017, an estimated $5K.
  • Harfst & Associates first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and held it in 1 quarter.
  • Harfst & Associates's iShares Core Dividend Growth ETF position peaked at $5K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.