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

TCI 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 Q2	–	Sell	-567	Closed	-$28.3K	–	733
2023 Q1	$28.3K	Sell	567 -530	-48%	-$26.6K	﹤0.01%	580
2022 Q4	$54.8K	Buy	1,097 +8	+0.7%	+$393	0.01%	383
2022 Q3	$48K	Hold	1,089	–	–	0.01%	375
2022 Q2	$52K	Buy	1,089 +3	+0.3%	+$151	0.01%	361
2022 Q1	$58K	Buy	1,086 +3	+0.3%	+$160	0.01%	368
2021 Q4	$60K	Buy	1,083 +6	+0.6%	+$320	0.01%	363
2021 Q3	$54K	Hold	1,077	–	–	0.01%	392
2021 Q2	$54K	Buy	1,077 +5	+0.5%	+$251	0.01%	375
2021 Q1	$52K	Sell	1,072 -150	-12%	-$6.93K	0.02%	344
2020 Q4	$55K	Buy	1,222 +154	+14%	+$6.55K	0.02%	318
2020 Q3	$43K	Buy	1,068 +3	+0.3%	+$119	0.02%	335
2020 Q2	$40K	Buy	1,065 +541	+103%	+$19.7K	0.02%	345
2020 Q1	$17K	Hold	524	–	–	0.01%	471
2019 Q4	$22K	Buy	+524	New	+$21.2K	0.01%	528

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 22.96% 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

TCI Wealth Advisors's DGRO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 567 shares — an estimated $28.3K sold.

TCI Wealth Advisors first reported a position in DGRO in Q4 2019 and held it in 14 quarters. The position peaked at $60K in Q4 2021. 893 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 567 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $28.3K.
TCI Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 14 quarters.
TCI Wealth Advisors'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 TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.