KerberRose Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

KerberRose Wealth 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 Q2	$234K	Buy	+4,920	New	+$248K	0.19%	104

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

KerberRose Wealth Management's DGRO Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2022: 4,920 shares worth $234K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings.

790 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

KerberRose Wealth Management held 4,920 shares of iShares Core Dividend Growth ETF worth $234K as of Q2 2022.
iShares Core Dividend Growth ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Core Dividend Growth ETF made up 0.19% of KerberRose Wealth Management's portfolio in Q2 2022, its #104 holding.
790 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.