Stevard LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stevard LLC’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	-7,737	Closed	-$291K	–	168
2020 Q2	$291K	Sell	7,737 -468,402	-98%	-$17M	0.15%	97
2020 Q1	$15.5M	Hold	476,139	–	–	10.01%	3
2019 Q4	$20M	Buy	+476,139	New	+$19.3M	12.58%	2

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

Stevard LLC's DGRO Position: Q3 2020 in Review

Stevard LLC sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2020, closing a stake of 7,737 shares — an estimated $291K sold.

Stevard LLC first reported a position in DGRO in Q4 2019 and held it in 3 quarters. The position peaked at $20M in Q4 2019. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Stevard LLC reported no remaining iShares Core Dividend Growth ETF position as of Q3 2020 after selling out during the quarter.
Stevard LLC sold 7,737 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $291K.
Stevard LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 3 quarters.
Stevard LLC's iShares Core Dividend Growth ETF position peaked at $20M in Q4 2019.
496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Stevard LLC's 13F filing for Q3 2020, filed 12 Nov 2020.