Total Clarity Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-1,256	Closed	-$60K	–	389
2022 Q2	$60K	Sell	1,256 -9,466	-88%	-$477K	0.03%	386
2022 Q1	$573K	Buy	10,722 +8,791	+455%	+$469K	0.31%	86
2021 Q4	$107K	Buy	1,931 +525	+37%	+$28K	0.05%	301
2021 Q3	$71K	Buy	+1,406	New	+$72.8K	0.03%	354
2021 Q2	–	Sell	-1,393	Closed	-$67K	–	314
2021 Q1	$67K	Buy	+1,393	New	+$64.4K	0.04%	296
2020 Q3	–	Sell	-7,725	Closed	-$290K	–	126
2020 Q2	$290K	Sell	7,725 -8,517	-52%	-$310K	0.27%	100
2020 Q1	$529K	Sell	16,242 -5,745	-26%	-$225K	0.82%	37
2019 Q4	$925K	Buy	+21,987	New	+$889K	0.69%	30

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJFSA

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

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

Total Clarity Wealth Management's DGRO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 1,256 shares — an estimated $60K sold.

Total Clarity Wealth Management first reported a position in DGRO in Q4 2019 and held it in 8 quarters. The position peaked at $925K in Q4 2019. 802 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,256 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $60K.
Total Clarity Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's iShares Core Dividend Growth ETF position peaked at $925K in Q4 2019.
802 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.