Squar Milner Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Squar Milner Financial 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	–	Sell	-24,984	Closed	-$939K	–	49
2020 Q2	$939K	Sell	24,984 -10,517	-30%	-$382K	0.53%	47
2020 Q1	$1.16M	Buy	35,501 +9,315	+36%	+$364K	0.69%	18
2019 Q4	$1.1M	Buy	26,186 +927	+4%	+$37.5K	0.55%	24
2019 Q3	$1M	Buy	25,259 +12,258	+94%	+$472K	0.51%	48
2019 Q2	$497K	Buy	13,001 +3,508	+37%	+$131K	0.34%	66
2019 Q1	$348K	Hold	9,493	–	–	0.26%	88
2018 Q4	$315K	Sell	9,493 -113	-1%	-$3.97K	0.3%	84
2018 Q3	$356K	Buy	9,606 +88	+0.9%	+$3.2K	0.32%	80
2018 Q2	$326K	Buy	9,518 +352	+4%	+$12.1K	0.29%	91
2018 Q1	$311K	Buy	9,166 +208	+2%	+$7.34K	0.39%	84
2017 Q4	$331K	Buy	+8,958	New	+$302K	0.4%	91

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

Squar Milner Financial Services's DGRO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2020, closing a stake of 24,984 shares — an estimated $939K sold.

Squar Milner Financial Services first reported a position in DGRO in Q4 2017 and held it in 11 quarters. The position peaked at $1.16M in Q1 2020. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core Dividend Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 24,984 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $939K.
Squar Milner Financial Services first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Core Dividend Growth ETF position peaked at $1.16M in Q1 2020.
496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.