Advus Financial Partners, LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Advus Financial Partners, LLC’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 Q3	–	Sell	-5,890	Closed	-$281K	–	132
2022 Q2	$281K	Sell	5,890 -32,247	-85%	-$1.63M	0.15%	95
2022 Q1	$2.04M	Buy	+38,137	New	+$2.04M	1.04%	19
2021 Q3	$3.74M	Buy	+67,332	New	+$3.49M	2.06%	11

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Advus Financial Partners, LLC's DGRO Position: Q3 2022 in Review

Advus Financial Partners, LLC sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2022, closing a stake of 5,890 shares — an estimated $281K sold.

Advus Financial Partners, LLC first reported a position in DGRO in Q3 2021 and held it in 3 quarters. The position peaked at $3.74M in Q3 2021. 801 funds tracked by Wall St. Rank hold DGRO as of Q3 2022.

Advus Financial Partners, LLC reported no remaining iShares Core Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Advus Financial Partners, LLC sold 5,890 iShares Core Dividend Growth ETF shares in Q3 2022, an estimated $281K.
Advus Financial Partners, LLC first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 3 quarters.
Advus Financial Partners, LLC's iShares Core Dividend Growth ETF position peaked at $3.74M in Q3 2021.
801 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2022, filed 25 Aug 2026.