Register Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-41	Closed	-$2.11K	–	600
2023 Q2	$2.11K	Hold	41	–	–	﹤0.01%	497
2023 Q1	$2.05K	Hold	41	–	–	﹤0.01%	493
2022 Q4	$2.05K	Buy	+41	New	+$2.01K	﹤0.01%	732

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Register Financial Advisors's DGRO Position: Q3 2023 in Review

Register Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 41 shares — an estimated $2.11K sold.

Register Financial Advisors first reported a position in DGRO in Q4 2022 and held it in 3 quarters. The position peaked at $2.11K in Q2 2023. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Register Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Register Financial Advisors sold 41 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $2.11K.
Register Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 3 quarters.
Register Financial Advisors's iShares Core Dividend Growth ETF position peaked at $2.11K in Q2 2023.
897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Register Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.