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DGRO icon

Solidarity Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Solidarity Wealth’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
Q3 		$242K Sell
4,935
-1,024
-17% -$50.4K 0.14% 103
2022
Q2 		$302K Sell
5,959
-60
-1% -$3.02K 0.16% 87
2022
Q1 		$321K Buy
+6,019
New +$321K 0.18% 91

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Solidarity Wealth's DGRO Position: Q3 2022 in Review

Solidarity Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q3 2022, selling an estimated $50.4K and leaving 4,935 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #103.

Solidarity Wealth first reported a position in DGRO in Q1 2022 and has held it in 3 quarters since. The position peaked at $321K in Q1 2022. 802 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

  • Solidarity Wealth held 4,935 shares of iShares Core Dividend Growth ETF worth $242K as of Q3 2022.
  • Solidarity Wealth sold 1,024 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $50.4K.
  • iShares Core Dividend Growth ETF made up 0.14% of Solidarity Wealth's portfolio in Q3 2022, its #103 holding.
  • Solidarity Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's iShares Core Dividend Growth ETF position peaked at $321K in Q1 2022.
  • 802 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.