Strategic Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Strategic Asset Management’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	$40K	Buy	872 +136	+18%	+$6.69K	0.07%	167
2022 Q2	$35K	Sell	736 -17	-2%	-$857	0.06%	196
2022 Q1	$40K	Sell	753 -975	-56%	-$52.1K	0.06%	188
2021 Q4	$96K	Buy	1,728 +1,063	+160%	+$56.7K	0.13%	96
2021 Q3	$34K	Buy	+665	New	+$34.4K	0.05%	193

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Asset Management's DGRO Position: Q3 2022 in Review

Strategic Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q3 2022, buying an estimated $6.69K and bringing the position to 872 shares worth $40K. The position accounts for 0.07% of the portfolio, ranked #167.

Strategic Asset Management first reported a position in DGRO in Q3 2021 and has held it in 5 quarters since. The position peaked at $96K in Q4 2021. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Strategic Asset Management held 872 shares of iShares Core Dividend Growth ETF worth $40K as of Q3 2022.
Strategic Asset Management bought 136 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $6.69K.
iShares Core Dividend Growth ETF made up 0.07% of Strategic Asset Management's portfolio in Q3 2022, its #167 holding.
Strategic Asset Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's iShares Core Dividend Growth ETF position peaked at $96K in Q4 2021.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.