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WFA of San Diego’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WFA of San Diego’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 		– Sell
-18,976
Closed -$809K – 109
2020
Q2 		$809K Buy
+18,976
New +$690K 0.19% 116

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA of San Diego's DGRO Position: Q3 2020 in Review

WFA of San Diego sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2020, closing a stake of 18,976 shares — an estimated $809K sold.

WFA of San Diego first reported a position in DGRO in Q2 2020 and held it in 1 quarter. The position peaked at $809K in Q2 2020. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

  • WFA of San Diego reported no remaining iShares Core Dividend Growth ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 18,976 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $809K.
  • WFA of San Diego first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's iShares Core Dividend Growth ETF position peaked at $809K in Q2 2020.
  • 496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.