tru Independence’s iShares Core Dividend Growth ETF DGRO Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-1,160	Closed	-$58K	–	225
2021 Q2	$58K	Buy	+1,160	New	+$58.2K	0.02%	186
2020 Q4	–	Sell	-2,913	Closed	-$116K	–	775
2020 Q3	$116K	Buy	+2,913	New	+$116K	0.03%	181
2020 Q1	–	Sell	-1,128	Closed	-$37K	–	738
2019 Q4	$37K	Buy	+1,128	New	+$45.6K	0.01%	405

Other funds holding DGRO

FCAS

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

RJFSA

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

tru Independence's DGRO Position: Q3 2021 in Review

tru Independence sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2021, closing a stake of 1,160 shares — an estimated $58K sold.

tru Independence first reported a position in DGRO in Q4 2019 and held it in 3 quarters. The position peaked at $116K in Q3 2020. 664 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

tru Independence reported no remaining iShares Core Dividend Growth ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,160 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $58K.
tru Independence first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 3 quarters.
tru Independence's iShares Core Dividend Growth ETF position peaked at $116K in Q3 2020.
664 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.