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

Transform Wealth’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
Q1 		– Sell
-4,875
Closed -$244K – 257
2022
Q4 		$244K Buy
+4,875
New +$239K 0.03% 204
2022
Q2 		– Sell
-6,126
Closed -$328K – 206
2022
Q1 		$328K Buy
+6,126
New +$327K 0.04% 196

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Transform Wealth's DGRO Position: Q1 2023 in Review

Transform Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 4,875 shares — an estimated $244K sold.

Transform Wealth first reported a position in DGRO in Q1 2022 and held it in 2 quarters. The position peaked at $328K in Q1 2022. 857 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

  • Transform Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 4,875 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $244K.
  • Transform Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 2 quarters.
  • Transform Wealth's iShares Core Dividend Growth ETF position peaked at $328K in Q1 2022.
  • 857 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.