Maryland Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Maryland Capital 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
2022 Q3	$1.34M	Sell	30,138 -457	-1%	-$22.5K	0.11%	86
2022 Q2	$1.46M	Buy	+30,595	New	+$1.54M	0.11%	86

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 $79.5B AUM 27.1% 1-Year Est. Return

Maryland Capital Management's DGRO Position: Q3 2022 in Review

Maryland Capital Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.5% in Q3 2022, selling an estimated $22.5K and leaving 30,138 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #86.

Maryland Capital Management first reported a position in DGRO in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.46M in Q2 2022. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Maryland Capital Management held 30,138 shares of iShares Core Dividend Growth ETF worth $1.34M as of Q3 2022.
Maryland Capital Management sold 457 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $22.5K.
iShares Core Dividend Growth ETF made up 0.11% of Maryland Capital Management's portfolio in Q3 2022, its #86 holding.
Maryland Capital Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 2 quarters since.
Maryland Capital Management's iShares Core Dividend Growth ETF position peaked at $1.46M in Q2 2022.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.