Wealthspire Advisors (Maryland)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,288	Closed	-$47K	–	841
2019 Q1	$47K	Sell	1,288 -135	-9%	-$4.8K	﹤0.01%	918
2018 Q4	$47K	Sell	1,423 -718	-34%	-$25.2K	﹤0.01%	878
2018 Q3	$79K	Sell	2,141 -58	-3%	-$2.11K	0.01%	785
2018 Q2	$75K	Sell	2,199 -823	-27%	-$28.3K	0.01%	815
2018 Q1	$102K	Sell	3,022 -2,345	-44%	-$82.8K	0.01%	705
2017 Q4	$187K	Sell	5,367 -1,784	-25%	-$60.2K	0.02%	513
2017 Q3	$232K	Buy	7,151 +2,852	+66%	+$90.7K	0.03%	429
2017 Q2	$135K	Buy	+4,299	New	+$133K	0.02%	583

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DGRO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2019, closing a stake of 1,288 shares — an estimated $47K sold.

Wealthspire Advisors (Maryland) first reported a position in DGRO in Q2 2017 and held it in 8 quarters. The position peaked at $232K in Q3 2017. 310 funds tracked by Wall St. Rank hold DGRO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Core Dividend Growth ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,288 iShares Core Dividend Growth ETF shares in Q2 2019, an estimated $47K.
Wealthspire Advisors (Maryland) first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares Core Dividend Growth ETF position peaked at $232K in Q3 2017.
310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.