Personal Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Personal Capital Advisors’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 Q1	–	Sell	-5,281	Closed	-$255K	–	505
2021 Q4	$255K	Buy	+5,281	New	+$282K	﹤0.01%	468
2018 Q1	–	Sell	-11,363	Closed	-$395K	–	264
2017 Q4	$395K	Buy	+11,363	New	+$383K	0.01%	195

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Personal Capital Advisors's DGRO Position: Q1 2022 in Review

Personal Capital Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 5,281 shares — an estimated $255K sold.

Personal Capital Advisors first reported a position in DGRO in Q4 2017 and held it in 2 quarters. The position peaked at $395K in Q4 2017. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

Personal Capital Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
Personal Capital Advisors sold 5,281 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $255K.
Personal Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 2 quarters.
Personal Capital Advisors's iShares Core Dividend Growth ETF position peaked at $395K in Q4 2017.
783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.