Macroview Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Macroview Investment Management’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	–	Sell	-62	Closed	-$3.1K	–	521
2023 Q1	$3.1K	Hold	62	–	–	0.01%	342
2022 Q4	$3.1K	Hold	62	–	–	0.01%	348
2022 Q3	$3K	Hold	62	–	–	0.01%	316
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	338
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	331
2021 Q4	$3K	Buy	+62	New	+$3.31K	﹤0.01%	303

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

CIA

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

Macroview Investment Management's DGRO Position: Q2 2023 in Review

Macroview Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 62 shares — an estimated $3.1K sold.

Macroview Investment Management first reported a position in DGRO in Q4 2021 and held it in 6 quarters. The position peaked at $3.1K in Q1 2023. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

Macroview Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
Macroview Investment Management sold 62 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $3.1K.
Macroview Investment Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 6 quarters.
Macroview Investment Management's iShares Core Dividend Growth ETF position peaked at $3.1K in Q1 2023.
892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Macroview Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.