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LifePlan Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$222K Buy
5,583
+3,694
+196% +$147K 0.1% 120
2020
Q2 		$71K Buy
+1,889
New +$68.7K 0.03% 211

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's DGRO Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 196% in Q3 2020, buying an estimated $147K and bringing the position to 5,583 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #120.

LifePlan Financial Group first reported a position in DGRO in Q2 2020 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

  • LifePlan Financial Group held 5,583 shares of iShares Core Dividend Growth ETF worth $222K as of Q3 2020.
  • LifePlan Financial Group bought 3,694 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $147K.
  • iShares Core Dividend Growth ETF made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #120 holding.
  • LifePlan Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.