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Rowland Carmichael Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$3K Hold
60
– – ﹤0.01% 368
2020
Q3 		$2K Hold
60
– – ﹤0.01% 343
2020
Q2 		$2K Hold
60
– – ﹤0.01% 339
2020
Q1 		$2K Buy
+60
New +$2.35K ﹤0.01% 318

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rowland Carmichael Advisors's DGRO Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q4 2020 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Rowland Carmichael Advisors first reported a position in DGRO in Q1 2020 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Rowland Carmichael Advisors held 60 shares of iShares Core Dividend Growth ETF worth $3K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q4 2020.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #368 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.