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Winslow Evans & Crocker’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$157K Buy
3,500
+1,000
+40% +$42.5K 0.03% 368
2020
Q3 		$99K Hold
2,500
– – 0.02% 359
2020
Q2 		$94K Hold
2,500
– – 0.03% 368
2020
Q1 		$82K Hold
2,500
– – 0.03% 355
2019
Q4 		$106K Buy
+2,500
New +$101K 0.03% 387

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's DGRO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core Dividend Growth ETF (DGRO) stake by 40% in Q4 2020, buying an estimated $42.5K and bringing the position to 3,500 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #368.

Winslow Evans & Crocker first reported a position in DGRO in Q4 2019 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Winslow Evans & Crocker held 3,500 shares of iShares Core Dividend Growth ETF worth $157K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,000 iShares Core Dividend Growth ETF shares in Q4 2020, an estimated $42.5K.
  • iShares Core Dividend Growth ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #368 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.