Wealthgate Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthgate Family Office’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 Q1	–	Sell	-5,300	Closed	-$295K	–	23
2021 Q4	$295K	Hold	5,300	–	–	0.46%	24
2021 Q3	$266K	Buy	+5,300	New	+$275K	0.41%	27

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealthgate Family Office's DGRO Position: Q1 2022 in Review

Wealthgate Family Office sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 5,300 shares — an estimated $295K sold.

Wealthgate Family Office first reported a position in DGRO in Q3 2021 and held it in 2 quarters. The position peaked at $295K in Q4 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

Wealthgate Family Office reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
Wealthgate Family Office sold 5,300 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $295K.
Wealthgate Family Office first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 2 quarters.
Wealthgate Family Office's iShares Core Dividend Growth ETF position peaked at $295K in Q4 2021.
783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Wealthgate Family Office's 13F filing for Q1 2022, filed 13 May 2022.