Lowe Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lowe Wealth Advisors’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 Q2	–	Sell	-290	Closed	-$9K	–	274
2020 Q1	$9K	Buy	290 +20	+7%	+$782	0.01%	149
2019 Q4	$11K	Hold	270	–	–	0.01%	155
2019 Q3	$11K	Buy	270 +45	+20%	+$1.73K	0.01%	142
2019 Q2	$9K	Hold	225	–	–	0.01%	168
2019 Q1	$8K	Hold	225	–	–	﹤0.01%	156
2018 Q4	$7K	Hold	225	–	–	﹤0.01%	158
2018 Q3	$8K	Hold	225	–	–	﹤0.01%	159
2018 Q2	$8K	Buy	225 +40	+22%	+$1.38K	0.01%	151
2018 Q1	$6K	Buy	185 +10	+6%	+$353	﹤0.01%	173
2017 Q4	$6K	Hold	175	–	–	﹤0.01%	178
2017 Q3	$6K	Buy	175 +40	+30%	+$1.27K	﹤0.01%	174
2017 Q2	$4K	Hold	135	–	–	﹤0.01%	163
2017 Q1	$4K	Buy	135 +35	+35%	+$1.05K	﹤0.01%	159
2016 Q4	$3K	Buy	100 +50	+100%	+$1.41K	﹤0.01%	180
2016 Q3	$1K	Buy	50 +25	+100%	+$697	﹤0.01%	219
2016 Q2	$1K	Buy	+25	New	+$671	﹤0.01%	224

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lowe Wealth Advisors's DGRO Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2020, closing a stake of 290 shares — an estimated $9K sold.

Lowe Wealth Advisors first reported a position in DGRO in Q2 2016 and held it in 16 quarters. The position peaked at $11K in Q4 2019. 467 funds tracked by Wall St. Rank hold DGRO as of Q2 2020.

Lowe Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 290 iShares Core Dividend Growth ETF shares in Q2 2020, an estimated $9K.
Lowe Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2016 and held it in 16 quarters.
Lowe Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $11K in Q4 2019.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.