Personal Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-1,525	Closed	-$77K	–	163
2021 Q2	$77K	Buy	+1,525	New	+$76.5K	0.03%	133
2020 Q1	–	Sell	-5,085	Closed	-$214K	–	196
2019 Q4	$214K	Hold	5,085	–	–	0.09%	63
2019 Q3	$199K	Hold	5,085	–	–	0.09%	66
2019 Q2	$194K	Buy	+5,085	New	+$191K	0.09%	60

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

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

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

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

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

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

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

RJFSA

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

Personal Wealth Partners's DGRO Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2021, closing a stake of 1,525 shares — an estimated $77K sold.

Personal Wealth Partners first reported a position in DGRO in Q2 2019 and held it in 4 quarters. The position peaked at $214K in Q4 2019. 665 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

Personal Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,525 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $77K.
Personal Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's iShares Core Dividend Growth ETF position peaked at $214K in Q4 2019.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.