Institutional & Family Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Institutional & Family Asset 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
2020 Q1	–	Sell	-685	Closed	-$29K	–	834
2019 Q4	$29K	Buy	685 +4	+0.6%	+$162	0.01%	384
2019 Q3	$27K	Buy	681 +4	+0.6%	+$154	0.01%	364
2019 Q2	$26K	Sell	677 -2,092	-76%	-$78.4K	0.01%	387
2019 Q1	$102K	Buy	2,769 +15	+0.5%	+$533	0.02%	238
2018 Q4	$91K	Buy	2,754 +530	+24%	+$18.6K	0.02%	232
2018 Q3	$82K	Sell	2,224 -157	-7%	-$5.71K	0.02%	297
2018 Q2	$82K	Buy	2,381 +812	+52%	+$28K	0.02%	298
2018 Q1	$53K	Buy	+1,569	New	+$55.4K	0.01%	318

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Institutional & Family Asset Management's DGRO Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2020, closing a stake of 685 shares — an estimated $29K sold.

Institutional & Family Asset Management first reported a position in DGRO in Q1 2018 and held it in 8 quarters. The position peaked at $102K in Q1 2019. 436 funds tracked by Wall St. Rank hold DGRO as of Q1 2020.

Institutional & Family Asset Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 685 iShares Core Dividend Growth ETF shares in Q1 2020, an estimated $29K.
Institutional & Family Asset Management first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's iShares Core Dividend Growth ETF position peaked at $102K in Q1 2019.
436 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.