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

Shine Investment 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
2020 Q3	$37.2M	Buy	935,118 +68,900	+8%	+$2.74M	12.61%	1
2020 Q2	$32.6M	Buy	866,218 +283,358	+49%	+$10.3M	11.9%	1
2020 Q1	$19M	Buy	582,860 +235,945	+68%	+$9.23M	8.81%	1
2019 Q4	$14.6M	Buy	346,915 +343,939	+11,557%	+$13.9M	5.81%	2
2019 Q3	$116K	Buy	+2,976	New	+$115K	0.05%	158

Other funds holding DGRO

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shine Investment Advisory Services's DGRO Position: Q3 2020 in Review

Shine Investment Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 8% in Q3 2020, buying an estimated $2.74M and bringing the position to 935,118 shares worth $37.2M. The position accounts for 12.61% of the portfolio, ranked #1.

Shine Investment Advisory Services first reported a position in DGRO in Q3 2019 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Shine Investment Advisory Services held 935,118 shares of iShares Core Dividend Growth ETF worth $37.2M as of Q3 2020.
Shine Investment Advisory Services bought 68,900 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $2.74M.
iShares Core Dividend Growth ETF made up 12.61% of Shine Investment Advisory Services's portfolio in Q3 2020, its #1 holding.
Shine Investment Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 5 quarters since.
496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.