SFA
DGRO icon

Source Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Source Financial Advisors’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
Q2 		– Sell
-6,366
Closed -$318K – 131
2023
Q1 		$318K Sell
6,366
-94
-1% -$4.72K 0.11% 98
2022
Q4 		$323K Sell
6,460
-83
-1% -$4.07K 0.12% 98
2022
Q3 		$291K Sell
6,543
-730
-10% -$35.9K 0.12% 91
2022
Q2 		$346K Sell
7,273
-253
-3% -$12.8K 0.14% 89
2022
Q1 		$402K Sell
7,526
-254
-3% -$13.6K 0.12% 86
2021
Q4 		$432K Sell
7,780
-81
-1% -$4.32K 0.12% 83
2021
Q3 		$395K Sell
7,861
-178
-2% -$9.22K 0.1% 80
2021
Q2 		$405K Buy
8,039
+415
+5% +$20.8K 0.1% 79
2021
Q1 		$368K Buy
7,624
+134
+2% +$6.2K 0.1% 84
2020
Q4 		$336K Buy
+7,490
New +$318K 0.09% 85

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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