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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's DGRO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.66% in Q4 2022, buying an estimated $834 and bringing the position to 2,610 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #309.

Sargent Bickham Lagudis first reported a position in DGRO in Q1 2020 and has held it in 12 quarters since. The position peaked at $142K in Q4 2021. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Sargent Bickham Lagudis held 2,610 shares of iShares Core Dividend Growth ETF worth $131K as of Q4 2022.
Sargent Bickham Lagudis bought 17 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $834.
iShares Core Dividend Growth ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #309 holding.
Sargent Bickham Lagudis first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's iShares Core Dividend Growth ETF position peaked at $142K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.