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Walled Lake Planning & Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-125
Closed -$6K – 151
2021
Q3 		$6K Buy
+125
New +$6.47K ﹤0.01% 281

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
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

Walled Lake Planning & Wealth Management's DGRO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 125 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in DGRO in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 767 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 125 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares Core Dividend Growth ETF position peaked at $6K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.