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DGRO icon

Sargent Bickham Lagudis’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sargent Bickham Lagudis’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 		$131K Buy
2,610
+17
+0.7% +$834 0.01% 309
2022
Q3 		$116K Buy
2,593
+20
+0.8% +$984 0.01% 295
2022
Q2 		$122K Buy
2,573
+12
+0.5% +$605 0.01% 294
2022
Q1 		$137K Buy
2,561
+12
+0.5% +$641 0.01% 296
2021
Q4 		$142K Buy
2,549
+64
+3% +$3.42K 0.01% 289
2021
Q3 		$125K Buy
2,485
+62
+3% +$3.21K 0.01% 301
2021
Q2 		$122K Buy
2,423
+13
+0.5% +$652 0.01% 317
2021
Q1 		$116K Buy
2,410
+13
+0.5% +$601 0.01% 317
2020
Q4 		$107K Buy
2,397
+2,242
+1,446% +$95.3K 0.01% 323
2020
Q3 		$6K Buy
155
+1
+0.6% +$40 ﹤0.01% 639
2020
Q2 		$6K Buy
154
+1
+0.7% +$36 ﹤0.01% 626
2020
Q1 		$5K Buy
+153
New +$5.99K ﹤0.01% 641

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
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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return