Sutton Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$9.91K	Hold	200	–	–	﹤0.01%	472
2023 Q2	$10.3K	Hold	200	–	–	0.01%	452
2023 Q1	$10K	Buy	200 +199	+19,900%	+$9.99K	0.01%	423
2022 Q4	$33	Hold	1	–	–	﹤0.01%	1655
2022 Q3	$29	Hold	1	–	–	﹤0.01%	1632
2022 Q2	$31	Hold	1	–	–	﹤0.01%	1637
2022 Q1	$35	Sell	1 -412	-100%	-$22K	﹤0.01%	1624
2021 Q4	$22.9K	Buy	+413	New	+$22K	0.01%	663

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Sutton Wealth Advisors's DGRO Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2023 at 200 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Sutton Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 8 quarters since. The position peaked at $22.9K in Q4 2021. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Sutton Wealth Advisors held 200 shares of iShares Core Dividend Growth ETF worth $9.91K as of Q3 2023.
Sutton Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q3 2023.
iShares Core Dividend Growth ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #472 holding.
Sutton Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $22.9K in Q4 2021.
897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.