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DGRO icon

Leo Brokerage’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Leo Brokerage’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
2023
Q2 		$2.66M Sell
51,771
-5,568
-10% -$280K 0.3% 48
2023
Q1 		$2.87M Buy
+57,339
New +$2.88M 0.43% 44
2022
Q2 		$14M Sell
293,593
-178,517
-38% -$9M 3.77% 5
2022
Q1 		$25.2M Buy
+472,110
New +$25.2M 4.02% 5
2021
Q3 		$27M Buy
537,525
+9,213
+2% +$477K 5% 4
2021
Q2 		$26.6M Buy
528,312
+8,621
+2% +$433K 5.34% 4
2021
Q1 		$25.1M Buy
519,691
+3,335
+0.6% +$154K 7.11% 3
2020
Q4 		$23.1M Buy
516,356
+174,503
+51% +$7.42M 7.46% 2
2020
Q3 		$12.9M Buy
+341,853
New +$13.6M 5.31% 3

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return