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Win Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Win Advisors’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
Q2 		– Sell
-50
Closed -$3K – 165
2022
Q1 		$3K Buy
+50
New +$2.67K ﹤0.01% 165

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Win Advisors's DGRO Position: Q2 2022 in Review

Win Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Win Advisors first reported a position in DGRO in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 790 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

  • Win Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 50 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $3K.
  • Win Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's iShares Core Dividend Growth ETF position peaked at $3K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.