Regal Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-1,300	Closed	-$63K	–	99
2021 Q1	$63K	Hold	1,300	–	–	0.04%	84
2020 Q4	$58K	Hold	1,300	–	–	0.04%	87
2020 Q3	$52K	Hold	1,300	–	–	0.04%	82
2020 Q2	$49K	Hold	1,300	–	–	0.04%	82
2020 Q1	$42K	Hold	1,300	–	–	0.04%	78
2019 Q4	$55K	Hold	1,300	–	–	0.04%	80
2019 Q3	$51K	Buy	+1,300	New	+$50.1K	0.04%	76

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

BlackRock New York $6.73T AUM 46.02% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Regal Wealth Group's DGRO Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2021, closing a stake of 1,300 shares — an estimated $63K sold.

Regal Wealth Group first reported a position in DGRO in Q3 2019 and held it in 7 quarters. The position peaked at $63K in Q1 2021. 645 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

Regal Wealth Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 1,300 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $63K.
Regal Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares Core Dividend Growth ETF position peaked at $63K in Q1 2021.
645 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.