Investors Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-40,927	Closed	-$2.27M	–	48
2021 Q4	$2.27M	Sell	40,927 -227	-0.6%	-$12.1K	1.06%	17
2021 Q3	$2.07M	Sell	41,154 -558	-1%	-$28.9K	1.09%	18
2021 Q2	$2.1M	Sell	41,712 -17,971	-30%	-$902K	1.13%	14
2021 Q1	$2.88M	Buy	59,683 +3,426	+6%	+$158K	1.69%	10
2020 Q4	$2.52M	Buy	56,257 +5,976	+12%	+$254K	1.67%	10
2020 Q3	$2M	Sell	50,281 -10,440	-17%	-$415K	1.5%	13
2020 Q2	$2.28M	Buy	60,721 +11,326	+23%	+$412K	1.88%	10
2020 Q1	$1.61M	Sell	49,395 -18,137	-27%	-$709K	1.63%	16
2019 Q4	$2.84M	Buy	+67,532	New	+$2.73M	2.31%	6

Other funds holding DGRO

FCAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return

Investors Financial Group's DGRO Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 40,927 shares — an estimated $2.27M sold.

Investors Financial Group first reported a position in DGRO in Q4 2019 and held it in 9 quarters. The position peaked at $2.88M in Q1 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

Investors Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 40,927 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $2.27M.
Investors Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Core Dividend Growth ETF position peaked at $2.88M in Q1 2021.
783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.