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Means Investment Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Means Investment Company’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
2021
Q4 		– Sell
-4,046
Closed -$203K – 215
2021
Q3 		$203K Buy
4,046
+3
+0.1% +$155 0.04% 181
2021
Q2 		$204K Buy
+4,043
New +$203K 0.04% 185

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Means Investment Company's DGRO Position: Q4 2021 in Review

Means Investment Company sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 4,046 shares — an estimated $203K sold.

Means Investment Company first reported a position in DGRO in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

  • Means Investment Company reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Means Investment Company sold 4,046 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $203K.
  • Means Investment Company first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 2 quarters.
  • Means Investment Company's iShares Core Dividend Growth ETF position peaked at $204K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Means Investment Company's 13F filing for Q4 2021, filed 14 Feb 2022.