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Sullivan, Bruyette, Speros & Blaney’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$145K Hold
3,000
– – 0.01% 353
2020
Q4 		$134K Buy
+3,000
New +$128K 0.01% 348

Other funds holding DGRO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's DGRO Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2021 at 3,000 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #353.

Sullivan, Bruyette, Speros & Blaney first reported a position in DGRO in Q4 2020 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold DGRO as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,000 shares of iShares Core Dividend Growth ETF worth $145K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its iShares Core Dividend Growth ETF share count unchanged in Q1 2021.
  • iShares Core Dividend Growth ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #353 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.