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

Lake Point 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	$31K	Buy	642 +568	+768%	+$28.6K	0.02%	89
2022 Q1	$4K	Hold	74	–	–	﹤0.01%	257
2021 Q4	$4K	Hold	74	–	–	﹤0.01%	272
2021 Q3	$4K	Hold	74	–	–	﹤0.01%	253
2021 Q2	$4K	Buy	+74	New	+$3.71K	﹤0.01%	265
2020 Q1	$2K	Hold	74	–	–	﹤0.01%	259
2019 Q4	$3K	Buy	+74	New	+$2.99K	﹤0.01%	427
2019 Q2	$68K	Hold	1,787	–	–	0.02%	107
2019 Q1	$68K	Sell	1,787 -81,102	-98%	-$2.88M	0.02%	107
2018 Q4	$2.75M	Buy	+82,889	New	+$2.91M	1.03%	26

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lake Point Wealth Management's DGRO Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 768% in Q2 2022, buying an estimated $28.6K and bringing the position to 642 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #89.

Lake Point Wealth Management first reported a position in DGRO in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2018. 789 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Lake Point Wealth Management held 642 shares of iShares Core Dividend Growth ETF worth $31K as of Q2 2022.
Lake Point Wealth Management bought 568 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $28.6K.
iShares Core Dividend Growth ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #89 holding.
Lake Point Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core Dividend Growth ETF position peaked at $2.75M in Q4 2018.
789 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.