Zimmermann Investment Management & Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q3	–	Sell	-12,542	Closed	-$646K	–	107
2023 Q2	$646K	Sell	12,542 -1,470	-10%	-$73.9K	0.3%	51
2023 Q1	$700K	Buy	14,012 +4,127	+42%	+$207K	0.37%	55
2022 Q4	$494K	Buy	9,885 +5,075	+106%	+$249K	0.29%	59
2022 Q3	$214K	Buy	+4,810	New	+$237K	0.13%	86
2022 Q1	–	Sell	-5,506	Closed	-$306K	–	85
2021 Q4	$306K	Buy	+5,506	New	+$294K	0.17%	70

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Zimmermann Investment Management & Planning's DGRO Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2023, closing a stake of 12,542 shares — an estimated $646K sold.

Zimmermann Investment Management & Planning first reported a position in DGRO in Q4 2021 and held it in 5 quarters. The position peaked at $700K in Q1 2023. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining iShares Core Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 12,542 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $646K.
Zimmermann Investment Management & Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 5 quarters.
Zimmermann Investment Management & Planning's iShares Core Dividend Growth ETF position peaked at $700K in Q1 2023.
897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.