Kings Point Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kings Point Capital 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 Q1	$16K	Hold	293	–	–	﹤0.01%	514
2021 Q4	$16K	Hold	293	–	–	﹤0.01%	578
2021 Q3	$15K	Hold	293	–	–	﹤0.01%	518
2021 Q2	$15K	Sell	293 -1,389	-83%	-$69.7K	﹤0.01%	492
2021 Q1	$81K	Buy	+1,682	New	+$77.8K	0.01%	284

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

Kings Point Capital Management's DGRO Position: Q1 2022 in Review

Kings Point Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2022 at 293 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Kings Point Capital Management first reported a position in DGRO in Q1 2021 and has held it in 5 quarters since. The position peaked at $81K in Q1 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

Kings Point Capital Management held 293 shares of iShares Core Dividend Growth ETF worth $16K as of Q1 2022.
Kings Point Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2022.
iShares Core Dividend Growth ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #514 holding.
Kings Point Capital Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 5 quarters since.
Kings Point Capital Management's iShares Core Dividend Growth ETF position peaked at $81K in Q1 2021.
783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.