IFAM
DGRO icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return