SSC
DGRO icon

Syverson Strege & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-594
Closed -$29.7K – 207
2023
Q1 		$29.7K Buy
594
+3
+0.5% +$151 0.01% 162
2022
Q4 		$29.5K Buy
591
+4
+0.7% +$196 0.01% 154
2022
Q3 		$26K Buy
587
+5
+0.9% +$246 0.01% 150
2022
Q2 		$28K Sell
582
-505
-46% -$25.5K 0.01% 163
2022
Q1 		$58K Buy
1,087
+6
+0.6% +$320 0.06% 112
2021
Q4 		$60K Buy
1,081
+5
+0.5% +$267 0.04% 125
2021
Q3 		$54K Buy
1,076
+12
+1% +$622 0.04% 133
2021
Q2 		$54K Buy
1,064
+5
+0.5% +$251 0.05% 127
2021
Q1 		$51K Buy
1,059
+6
+0.6% +$277 0.05% 117
2020
Q4 		$47K Buy
+1,053
New +$44.8K 0.04% 115

Other funds holding DGRO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return