Zions Bancorporation’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Zions Bancorporation’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 Q4	–	Sell	-1,682	Closed	-$75K	–	1067
2022 Q3	$75K	Hold	1,682	–	–	0.01%	381
2022 Q2	$80K	Hold	1,682	–	–	0.01%	403
2022 Q1	$90K	Hold	1,682	–	–	0.01%	429
2021 Q4	$93K	Sell	1,682 -5,510	-77%	-$294K	0.01%	388
2021 Q3	$361K	Buy	+7,192	New	+$373K	0.04%	243

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

RJFSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Zions Bancorporation's DGRO Position: Q4 2022 in Review

Zions Bancorporation sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 1,682 shares — an estimated $75K sold.

Zions Bancorporation first reported a position in DGRO in Q3 2021 and held it in 5 quarters. The position peaked at $361K in Q3 2021. 875 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

Zions Bancorporation reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
Zions Bancorporation sold 1,682 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $75K.
Zions Bancorporation first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 5 quarters.
Zions Bancorporation's iShares Core Dividend Growth ETF position peaked at $361K in Q3 2021.
875 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on Zions Bancorporation's 13F filing for Q4 2022, filed 10 Feb 2023.