TCWM
DGRO icon

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 $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return