Rezny Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rezny Wealth Management’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
2023 Q1	–	Sell	-410,654	Closed	-$20.5M	–	22
2022 Q4	$20.5M	Sell	410,654 -2,481	-0.6%	-$122K	7.89%	4
2022 Q3	$18.4M	Buy	413,135 +6,154	+2%	+$303K	7.45%	4
2022 Q2	$19.4M	Buy	406,981 +157,967	+63%	+$7.96M	7.47%	4
2022 Q1	$13.3M	Buy	+249,014	New	+$13.3M	4.33%	7

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

RJFSA

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Rezny Wealth Management's DGRO Position: Q1 2023 in Review

Rezny Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 410,654 shares — an estimated $20.5M sold.

Rezny Wealth Management first reported a position in DGRO in Q1 2022 and held it in 4 quarters. The position peaked at $20.5M in Q4 2022. 856 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Rezny Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Rezny Wealth Management sold 410,654 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $20.5M.
Rezny Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 4 quarters.
Rezny Wealth Management's iShares Core Dividend Growth ETF position peaked at $20.5M in Q4 2022.
856 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Rezny Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.