Mach-1 Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mach-1 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
2022 Q4	–	Sell	-231	Closed	-$10K	–	221
2022 Q3	$10K	Sell	231 -2,038	-90%	-$100K	0.01%	215
2022 Q2	$108K	Buy	2,269 +148	+7%	+$7.46K	0.07%	83
2022 Q1	$113K	Buy	2,121 +83	+4%	+$4.43K	0.08%	40
2021 Q4	$113K	Buy	+2,038	New	+$109K	0.07%	37

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mach-1 Financial Group's DGRO Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 231 shares — an estimated $10K sold.

Mach-1 Financial Group first reported a position in DGRO in Q4 2021 and held it in 4 quarters. The position peaked at $113K in Q1 2022. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Mach-1 Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 231 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $10K.
Mach-1 Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 4 quarters.
Mach-1 Financial Group's iShares Core Dividend Growth ETF position peaked at $113K in Q1 2022.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.