Mariner Independent Advisor Network’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.35M	Buy	30,419 +1,149	+4%	+$56.6K	0.06%	321
2022 Q2	$1.41M	Sell	29,270 -1,970	-6%	-$99.3K	0.06%	308
2022 Q1	$1.66M	Buy	31,240 +1,554	+5%	+$83K	0.06%	289
2021 Q4	$1.65M	Buy	29,686 +276	+0.9%	+$14.7K	0.08%	255
2021 Q3	$1.48M	Buy	29,410 +5,929	+25%	+$307K	0.07%	280
2021 Q2	$1.18M	Buy	23,481 +6,779	+41%	+$340K	0.05%	319
2021 Q1	$806K	Sell	16,702 -2,389	-13%	-$110K	0.04%	327
2020 Q4	$856K	Buy	19,091 +5,453	+40%	+$232K	0.05%	305
2020 Q3	$543K	Buy	13,638 +2,061	+18%	+$81.9K	0.05%	260
2020 Q2	$436K	Sell	11,577 -5,568	-32%	-$202K	0.04%	272
2020 Q1	$540K	Buy	17,145 +5,052	+42%	+$198K	0.05%	273
2019 Q4	$510K	Buy	+12,093	New	+$489K	0.04%	309
2019 Q3	–	Sell	-28,289	Closed	-$1.08M	–	378
2019 Q2	$1.08M	Buy	28,289 +465	+2%	+$17.4K	0.08%	226
2019 Q1	$1.03M	Buy	27,824 +1,471	+6%	+$52.3K	0.09%	229
2018 Q4	$893K	Buy	26,353 +1,395	+6%	+$49K	0.08%	238
2018 Q3	$924K	Buy	+24,958	New	+$907K	0.12%	151
2018 Q2	–	Sell	-54,129	Closed	-$1.83M	–	178
2018 Q1	$1.83M	Buy	54,129 +2,495	+5%	+$88.1K	0.11%	148
2017 Q4	$1.8M	Sell	51,634 -22,266	-30%	-$751K	0.19%	124
2017 Q3	$2.4M	Buy	73,900 +22,759	+45%	+$724K	0.39%	63
2017 Q2	$1.6M	Buy	+51,141	New	+$1.58M	0.23%	104
2017 Q1	–	Sell	-59,497	Closed	-$1.72M	–	267
2016 Q4	$1.72M	Buy	59,497 +10,330	+21%	+$290K	0.28%	81
2016 Q3	$1.36M	Buy	+49,167	New	+$1.37M	0.19%	93
2016 Q2	–	Sell	-25,229	Closed	-$668K	–	143
2016 Q1	$668K	Buy	+25,229	New	+$633K	0.21%	88
2015 Q4	–	Sell	-30,140	Closed	-$731K	–	89
2015 Q3	$731K	Sell	30,140 -26,604	-47%	-$678K	0.28%	85
2015 Q2	$1.47M	Buy	56,744 +1,823	+3%	+$48.4K	0.72%	47
2015 Q1	$1.44M	Sell	54,921 -16,067	-23%	-$424K	0.81%	37
2014 Q4	$1.88M	Buy	+70,988	New	+$1.83M	0.87%	28

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Independent Advisor Network's DGRO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q3 2022, buying an estimated $56.6K and bringing the position to 30,419 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #321.

Mariner Independent Advisor Network first reported a position in DGRO in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.4M in Q3 2017. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Mariner Independent Advisor Network held 30,419 shares of iShares Core Dividend Growth ETF worth $1.35M as of Q3 2022.
Mariner Independent Advisor Network bought 1,149 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $56.6K.
iShares Core Dividend Growth ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #321 holding.
Mariner Independent Advisor Network first reported a position in iShares Core Dividend Growth ETF in Q4 2014 and has held it in 27 quarters since.
Mariner Independent Advisor Network's iShares Core Dividend Growth ETF position peaked at $2.4M in Q3 2017.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.