Lehman & Derafelo Financial Resources’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$2.2M	Buy	+44,066	New	+$2.16M	0.65%	24

Other funds holding DGRO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FCAS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman & Derafelo Financial Resources's DGRO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2022: 44,066 shares worth $2.2M. The stake represents 0.65% of the portfolio and ranks #24 among its holdings.

875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Lehman & Derafelo Financial Resources held 44,066 shares of iShares Core Dividend Growth ETF worth $2.2M as of Q4 2022.
iShares Core Dividend Growth ETF was a new Lehman & Derafelo Financial Resources position in Q4 2022.
iShares Core Dividend Growth ETF made up 0.65% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #24 holding.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.