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

Minot 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 Q2	$943K	Hold	19,800	–	–	0.24%	77
2022 Q1	$1.06M	Hold	19,800	–	–	0.23%	84
2021 Q4	$1.1M	Hold	19,800	–	–	0.21%	84
2021 Q3	$995K	Hold	19,800	–	–	0.22%	90
2021 Q2	$1.01M	Sell	19,800 -200	-1%	-$10K	0.22%	89
2021 Q1	$965K	Hold	20,000	–	–	0.25%	87
2020 Q4	$896K	Sell	20,000 -10,212	-34%	-$434K	0.27%	84
2020 Q3	$1.2M	Buy	+30,212	New	+$1.2M	0.45%	64

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Minot Wealth Management's DGRO Position: Q2 2022 in Review

Minot Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2022 at 19,800 shares worth $943K. The position accounts for 0.24% of the portfolio, ranked #77.

Minot Wealth Management first reported a position in DGRO in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2020. 789 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Minot Wealth Management held 19,800 shares of iShares Core Dividend Growth ETF worth $943K as of Q2 2022.
Minot Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2022.
iShares Core Dividend Growth ETF made up 0.24% of Minot Wealth Management's portfolio in Q2 2022, its #77 holding.
Minot Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.2M in Q3 2020.
789 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.