ML&R Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ML&R 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 Q4	–	Sell	-4,661	Closed	-$207K	–	64
2022 Q3	$207K	Buy	+4,661	New	+$229K	0.07%	62

Other funds holding DGRO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FCAS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ML&R Wealth Management's DGRO Position: Q4 2022 in Review

ML&R Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 4,661 shares — an estimated $207K sold.

ML&R Wealth Management first reported a position in DGRO in Q3 2022 and held it in 1 quarter. The position peaked at $207K in Q3 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

ML&R Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
ML&R Wealth Management sold 4,661 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $207K.
ML&R Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 1 quarter.
ML&R Wealth Management's iShares Core Dividend Growth ETF position peaked at $207K in Q3 2022.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.