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Second Half Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-33,167
Closed -$1.71M – 59
2023
Q2 		$1.71M Buy
+33,167
New +$1.67M 0.39% 74

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Second Half Financial Partners's DGRO Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 33,167 shares — an estimated $1.71M sold.

Second Half Financial Partners first reported a position in DGRO in Q2 2023 and held it in 1 quarter. The position peaked at $1.71M in Q2 2023. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 33,167 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $1.71M.
  • Second Half Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Core Dividend Growth ETF position peaked at $1.71M in Q2 2023.
  • 897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.