Sanford Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sanford Advisory Services’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	$27.3M	Sell	545,970 -21,281	-4%	-$1.04M	6.5%	6
2022 Q3	$25.2M	Sell	567,251 -12,689	-2%	-$625K	7.2%	6
2022 Q2	$27.6M	Buy	579,940 +12,046	+2%	+$607K	7.81%	5
2022 Q1	$30.3M	Buy	567,894 +27,379	+5%	+$1.46M	8.27%	6
2021 Q4	$30M	Buy	540,515 +79,153	+17%	+$4.22M	6.77%	7
2021 Q3	$23.2M	Buy	461,362 +94,103	+26%	+$4.87M	5.81%	7
2021 Q2	$18.5M	Buy	367,259 +18,891	+5%	+$948K	4.76%	7
2021 Q1	$16.8M	Buy	+348,368	New	+$16.1M	4.69%	7

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

Sanford Advisory Services's DGRO Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.8% in Q4 2022, selling an estimated $1.04M and leaving 545,970 shares worth $27.3M. The position accounts for 6.5% of the portfolio, ranked #6.

Sanford Advisory Services first reported a position in DGRO in Q1 2021 and has held it in 8 quarters since. The position peaked at $30.3M in Q1 2022. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Sanford Advisory Services held 545,970 shares of iShares Core Dividend Growth ETF worth $27.3M as of Q4 2022.
Sanford Advisory Services sold 21,281 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $1.04M.
iShares Core Dividend Growth ETF made up 6.5% of Sanford Advisory Services's portfolio in Q4 2022, its #6 holding.
Sanford Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 8 quarters since.
Sanford Advisory Services's iShares Core Dividend Growth ETF position peaked at $30.3M in Q1 2022.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.