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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Source Financial Advisors's DGRO Position: Q2 2023 in Review

Source Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 6,366 shares — an estimated $318K sold.

Source Financial Advisors first reported a position in DGRO in Q4 2020 and held it in 10 quarters. The position peaked at $432K in Q4 2021. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

Source Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
Source Financial Advisors sold 6,366 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $318K.
Source Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 10 quarters.
Source Financial Advisors's iShares Core Dividend Growth ETF position peaked at $432K in Q4 2021.
892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Source Financial Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.