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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Syverson Strege & Co's DGRO Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 594 shares — an estimated $29.7K sold.

Syverson Strege & Co first reported a position in DGRO in Q4 2020 and held it in 10 quarters. The position peaked at $60K in Q4 2021. 893 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 594 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $29.7K.
Syverson Strege & Co first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Core Dividend Growth ETF position peaked at $60K in Q4 2021.
893 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.