Watson Rebecca’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Watson Rebecca’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
2020 Q3	$487K	Sell	12,238 -527	-4%	-$20.9K	0.29%	41
2020 Q2	$480K	Sell	12,765 -4,992	-28%	-$181K	0.29%	41
2020 Q1	$616K	Sell	17,757 -108,979	-86%	-$4.26M	0.43%	41
2019 Q4	$5.33M	Buy	+126,736	New	+$5.13M	3.24%	6

Other funds holding DGRO

FCAS

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

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

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

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

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watson Rebecca's DGRO Position: Q3 2020 in Review

Watson Rebecca reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.1% in Q3 2020, selling an estimated $20.9K and leaving 12,238 shares worth $487K. The position accounts for 0.29% of the portfolio, ranked #41.

Watson Rebecca first reported a position in DGRO in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.33M in Q4 2019. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

Watson Rebecca held 12,238 shares of iShares Core Dividend Growth ETF worth $487K as of Q3 2020.
Watson Rebecca sold 527 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $20.9K.
iShares Core Dividend Growth ETF made up 0.29% of Watson Rebecca's portfolio in Q3 2020, its #41 holding.
Watson Rebecca first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 4 quarters since.
Watson Rebecca's iShares Core Dividend Growth ETF position peaked at $5.33M in Q4 2019.
496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.