Nan Shan Life Insurance’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Nan Shan Life Insurance’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
2024 Q4	–	Sell	-641,300	Closed	-$40.2M	–	113
2024 Q3	$40.2M	Buy	+641,300	New	+$38.7M	0.95%	33
2023 Q1	–	Sell	-707,932	Closed	-$35.4M	–	96
2022 Q4	$35.4M	Hold	707,932	–	–	0.97%	32
2022 Q3	$31.5M	Hold	707,932	–	–	0.77%	41
2022 Q2	$33.7M	Buy	707,932 +447,674	+172%	+$22.6M	0.71%	48
2022 Q1	$13.9M	Buy	+260,258	New	+$13.9M	0.24%	76

Other funds holding DGRO

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Nan Shan Life Insurance's DGRO Position: Q4 2024 in Review

Nan Shan Life Insurance sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 641,300 shares — an estimated $40.2M sold.

Nan Shan Life Insurance first reported a position in DGRO in Q1 2022 and held it in 5 quarters. The position peaked at $40.2M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Nan Shan Life Insurance reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Nan Shan Life Insurance sold 641,300 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $40.2M.
Nan Shan Life Insurance first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 5 quarters.
Nan Shan Life Insurance's iShares Core Dividend Growth ETF position peaked at $40.2M in Q3 2024.
1,124 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Nan Shan Life Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.