Mirsky Financial Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mirsky Financial 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
2021 Q4	$284K	Sell	5,104 -62	-1%	-$3.31K	0.12%	45
2021 Q3	$260K	Sell	5,166 -802	-13%	-$41.5K	0.12%	41
2021 Q2	$301K	Sell	5,968 -88,360	-94%	-$4.43M	0.13%	39
2021 Q1	$4.55M	Buy	94,328 +389	+0.4%	+$18K	2.11%	21
2020 Q4	$4.21M	Sell	93,939 -2,088	-2%	-$88.8K	2.17%	21
2020 Q3	$3.82M	Buy	96,027 +2,636	+3%	+$105K	2.16%	22
2020 Q2	$3.51M	Buy	+93,391	New	+$3.4M	2.11%	22

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirsky Financial Management's DGRO Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q4 2021, selling an estimated $3.31K and leaving 5,104 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #45.

Mirsky Financial Management first reported a position in DGRO in Q2 2020 and has held it in 7 quarters since. The position peaked at $4.55M in Q1 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

Mirsky Financial Management held 5,104 shares of iShares Core Dividend Growth ETF worth $284K as of Q4 2021.
Mirsky Financial Management sold 62 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $3.31K.
iShares Core Dividend Growth ETF made up 0.12% of Mirsky Financial Management's portfolio in Q4 2021, its #45 holding.
Mirsky Financial Management first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 7 quarters since.
Mirsky Financial Management's iShares Core Dividend Growth ETF position peaked at $4.55M in Q1 2021.
766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.