WealthShield’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WealthShield’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
2017 Q4	$4.04M	Buy	+115,745	New	+$3.91M	2.46%	7

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

WealthShield's DGRO Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2017: 115,745 shares worth $4.04M. The stake represents 2.46% of the portfolio and ranks #7 among its holdings.

179 funds tracked by Wall St. Rank hold DGRO as of Q4 2017.

WealthShield held 115,745 shares of iShares Core Dividend Growth ETF worth $4.04M as of Q4 2017.
iShares Core Dividend Growth ETF was a new WealthShield position in Q4 2017.
iShares Core Dividend Growth ETF made up 2.46% of WealthShield's portfolio in Q4 2017, its #7 holding.
179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.