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Richard C. Young & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Richard C. Young & Co’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
-213,440
Closed -$10.7M – 74
2022
Q4 		$10.7M Buy
+213,440
New +$10.5M 1.42% 34

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richard C. Young & Co's DGRO Position: Q1 2023 in Review

Richard C. Young & Co sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 213,440 shares — an estimated $10.7M sold.

Richard C. Young & Co first reported a position in DGRO in Q4 2022 and held it in 1 quarter. The position peaked at $10.7M in Q4 2022. 855 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

  • Richard C. Young & Co reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Richard C. Young & Co sold 213,440 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $10.7M.
  • Richard C. Young & Co first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 1 quarter.
  • Richard C. Young & Co's iShares Core Dividend Growth ETF position peaked at $10.7M in Q4 2022.
  • 855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Richard C. Young & Co's 13F filing for Q1 2023, filed 12 May 2023.