WJ Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WJ Wealth Management’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	-166,566	Closed	-$8.9M	–	50
2022 Q1	$8.9M	Buy	166,566 +18,914	+13%	+$1.01M	5.92%	8
2021 Q4	$8.21M	Buy	147,652 +30,355	+26%	+$1.62M	4.91%	7
2021 Q3	$5.89M	Buy	+117,297	New	+$6.08M	3.92%	7
2020 Q2	–	Sell	-22,588	Closed	-$736K	–	52
2020 Q1	$736K	Sell	22,588 -8,400	-27%	-$329K	2.65%	13
2019 Q4	$1.3M	Buy	+30,988	New	+$1.25M	3.29%	9

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WJ Wealth Management's DGRO Position: Q2 2022 in Review

WJ Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2022, closing a stake of 166,566 shares — an estimated $8.9M sold.

WJ Wealth Management first reported a position in DGRO in Q4 2019 and held it in 5 quarters. The position peaked at $8.9M in Q1 2022. 790 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

WJ Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
WJ Wealth Management sold 166,566 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $8.9M.
WJ Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 5 quarters.
WJ Wealth Management's iShares Core Dividend Growth ETF position peaked at $8.9M in Q1 2022.
790 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on WJ Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.