Resource Planning Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Resource Planning 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 Q4	–	Sell	-14,796	Closed	-$743K	–	72
2021 Q3	$743K	Hold	14,796	–	–	0.47%	40
2021 Q2	$745K	Buy	14,796 +265	+2%	+$13.3K	0.43%	39
2021 Q1	$701K	Hold	14,531	–	–	0.46%	36
2020 Q4	$651K	Buy	14,531 +250	+2%	+$10.6K	0.46%	37
2020 Q3	$568K	Buy	+14,281	New	+$567K	0.43%	38

Other funds holding DGRO

FCAS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

RJFSA

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

Resource Planning Group's DGRO Position: Q4 2021 in Review

Resource Planning Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 14,796 shares — an estimated $743K sold.

Resource Planning Group first reported a position in DGRO in Q3 2020 and held it in 5 quarters. The position peaked at $745K in Q2 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

Resource Planning Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 14,796 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $743K.
Resource Planning Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 5 quarters.
Resource Planning Group's iShares Core Dividend Growth ETF position peaked at $745K in Q2 2021.
766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.