Hotaling Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hotaling 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
2022 Q4	$216K	Sell	4,325 -2,550	-37%	-$125K	0.1%	108
2022 Q3	$306K	Hold	6,875	–	–	0.15%	89
2022 Q2	$328K	Buy	+6,875	New	+$347K	0.14%	99

Other funds holding DGRO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FCAS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

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

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

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

Hotaling Investment Management's DGRO Position: Q4 2022 in Review

Hotaling Investment Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 37% in Q4 2022, selling an estimated $125K and leaving 4,325 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #108.

Hotaling Investment Management first reported a position in DGRO in Q2 2022 and has held it in 3 quarters since. The position peaked at $328K in Q2 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Hotaling Investment Management held 4,325 shares of iShares Core Dividend Growth ETF worth $216K as of Q4 2022.
Hotaling Investment Management sold 2,550 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $125K.
iShares Core Dividend Growth ETF made up 0.1% of Hotaling Investment Management's portfolio in Q4 2022, its #108 holding.
Hotaling Investment Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 3 quarters since.
Hotaling Investment Management's iShares Core Dividend Growth ETF position peaked at $328K in Q2 2022.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.