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

Vericrest Private 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
2022 Q2	$955K	Buy	20,054 +2,084	+12%	+$105K	1.17%	25
2022 Q1	$960K	Buy	17,970 +3,184	+22%	+$170K	1%	27
2021 Q4	$822K	Buy	+14,786	New	+$789K	0.76%	28

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $71.6B AUM 21.08% 1-Year Est. Return

Vericrest Private Wealth's DGRO Position: Q2 2022 in Review

Vericrest Private Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 12% in Q2 2022, buying an estimated $105K and bringing the position to 20,054 shares worth $955K. The position accounts for 1.17% of the portfolio, ranked #25.

Vericrest Private Wealth first reported a position in DGRO in Q4 2021 and has held it in 3 quarters since. The position peaked at $960K in Q1 2022. 789 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Vericrest Private Wealth held 20,054 shares of iShares Core Dividend Growth ETF worth $955K as of Q2 2022.
Vericrest Private Wealth bought 2,084 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $105K.
iShares Core Dividend Growth ETF made up 1.17% of Vericrest Private Wealth's portfolio in Q2 2022, its #25 holding.
Vericrest Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 3 quarters since.
Vericrest Private Wealth's iShares Core Dividend Growth ETF position peaked at $960K in Q1 2022.
789 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.