MTWM
DGRO icon

Masso Torrence Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Masso Torrence Wealth 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
Q1 		– Sell
-270
Closed -$15K – 143
2021
Q4 		$15K Buy
+270
New +$14.4K 0.01% 237

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Masso Torrence Wealth Management's DGRO Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 270 shares — an estimated $15K sold.

Masso Torrence Wealth Management first reported a position in DGRO in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 270 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $15K.
  • Masso Torrence Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's iShares Core Dividend Growth ETF position peaked at $15K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.