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Milestone Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Milestone Wealth’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 		$76K Hold
1,720
– – 0.08% 83
2022
Q2 		$82K Sell
1,720
-1,080
-39% -$54.5K 0.09% 84
2022
Q1 		$156K Hold
2,800
– – 0.13% 67
2021
Q4 		$156K Buy
+2,800
New +$149K 0.13% 67

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $79.5B AUM 27.1% 1-Year Est. Return

Milestone Wealth's DGRO Position: Q3 2022 in Review

Milestone Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2022 at 1,720 shares worth $76K. The position accounts for 0.08% of the portfolio, ranked #83.

Milestone Wealth first reported a position in DGRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $156K in Q1 2022. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

  • Milestone Wealth held 1,720 shares of iShares Core Dividend Growth ETF worth $76K as of Q3 2022.
  • Milestone Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q3 2022.
  • iShares Core Dividend Growth ETF made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #83 holding.
  • Milestone Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Core Dividend Growth ETF position peaked at $156K in Q1 2022.
  • 801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.