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

Resolute Financial’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 Q4	$1.86M	Buy	37,291 +2,394	+7%	+$118K	1.59%	14
2022 Q3	$1.55M	Sell	34,897 -729	-2%	-$35.9K	1.47%	17
2022 Q2	$1.7M	Sell	35,626 -567	-2%	-$28.6K	1.47%	17
2022 Q1	$1.93M	Buy	36,193 +2,601	+8%	+$139K	1.57%	14
2021 Q4	$1.87M	Buy	+33,592	New	+$1.79M	1.39%	14

Other funds holding DGRO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Resolute Financial's DGRO Position: Q4 2022 in Review

Resolute Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.9% in Q4 2022, buying an estimated $118K and bringing the position to 37,291 shares worth $1.86M. The position accounts for 1.59% of the portfolio, ranked #14.

Resolute Financial first reported a position in DGRO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.93M in Q1 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Resolute Financial held 37,291 shares of iShares Core Dividend Growth ETF worth $1.86M as of Q4 2022.
Resolute Financial bought 2,394 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $118K.
iShares Core Dividend Growth ETF made up 1.59% of Resolute Financial's portfolio in Q4 2022, its #14 holding.
Resolute Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares Core Dividend Growth ETF position peaked at $1.93M in Q1 2022.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.