Independence Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Independence Wealth Advisors’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
2020 Q4	$208K	Buy	+4,634	New	+$197K	0.47%	14
2020 Q3	–	Sell	-29,835	Closed	-$1.12M	–	15
2020 Q2	$1.12M	Sell	29,835 -184,147	-86%	-$6.69M	2.7%	10
2020 Q1	$6.97M	Buy	213,982 +5,004	+2%	+$196K	8.38%	5
2019 Q4	$8.79M	Sell	208,978 -4,428	-2%	-$179K	8.54%	4
2019 Q3	$8.35M	Buy	213,406 +6,350	+3%	+$245K	8.81%	4
2019 Q2	$7.91M	Sell	207,056 -2,621	-1%	-$98.2K	7.8%	4
2019 Q1	$7.71M	Buy	+209,677	New	+$7.46M	8.31%	4

Other funds holding DGRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independence Wealth Advisors's DGRO Position: Q4 2020 in Review

Independence Wealth Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2020: 4,634 shares worth $208K. The stake represents 0.47% of the portfolio and ranks #14 among its holdings. This is a return to the name: Independence Wealth Advisors previously reported a position in DGRO as recently as Q2 2020.

Independence Wealth Advisors first reported a position in DGRO in Q1 2019 and has held it in 7 quarters since. The position peaked at $8.79M in Q4 2019. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

Independence Wealth Advisors held 4,634 shares of iShares Core Dividend Growth ETF worth $208K as of Q4 2020.
iShares Core Dividend Growth ETF was a new Independence Wealth Advisors position in Q4 2020.
iShares Core Dividend Growth ETF made up 0.47% of Independence Wealth Advisors's portfolio in Q4 2020, its #14 holding.
Independence Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 7 quarters since.
Independence Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $8.79M in Q4 2019.
583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.