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

Strategic Wealth Management Group’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
2021
Q2 		$1.36M Buy
26,965
+5,209
+24% +$261K 0.5% 28
2021
Q1 		$1.05M Buy
21,756
+3,777
+21% +$175K 0.4% 33
2020
Q4 		$806K Buy
17,979
+1,407
+8% +$59.8K 0.35% 39
2020
Q3 		$659K Buy
+16,572
New +$658K 0.32% 45

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Management Group's DGRO Position: Q2 2021 in Review

Strategic Wealth Management Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 24% in Q2 2021, buying an estimated $261K and bringing the position to 26,965 shares worth $1.36M. The position accounts for 0.5% of the portfolio, ranked #28.

Strategic Wealth Management Group first reported a position in DGRO in Q3 2020 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

  • Strategic Wealth Management Group held 26,965 shares of iShares Core Dividend Growth ETF worth $1.36M as of Q2 2021.
  • Strategic Wealth Management Group bought 5,209 iShares Core Dividend Growth ETF shares in Q2 2021, an estimated $261K.
  • iShares Core Dividend Growth ETF made up 0.5% of Strategic Wealth Management Group's portfolio in Q2 2021, its #28 holding.
  • Strategic Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.