Marshall Wace
DGRO icon

Marshall Wace’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Marshall Wace’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
-11,700
Closed -$520K – 3024
2022
Q3 		$520K Buy
+11,700
New +$576K ﹤0.01% 2707

Other funds holding DGRO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace's DGRO Position: Q4 2022 in Review

Marshall Wace sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 11,700 shares — an estimated $520K sold.

Marshall Wace first reported a position in DGRO in Q3 2022 and held it in 1 quarter. The position peaked at $520K in Q3 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

  • Marshall Wace reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Marshall Wace sold 11,700 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $520K.
  • Marshall Wace first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 1 quarter.
  • Marshall Wace's iShares Core Dividend Growth ETF position peaked at $520K in Q3 2022.
  • 875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Marshall Wace's 13F filing for Q4 2022, filed 14 Feb 2023.