iShares Core Dividend Growth ETF $DGRO is Brass Tax Wealth Management Inc.’s 7th Largest Position

Brass Tax Wealth Management Inc. raised its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 46.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 320,958 shares of the company’s stock after acquiring an additional 101,667 shares during the period. iShares Core Dividend Growth ETF comprises approximately 3.6% of Brass Tax Wealth Management Inc.’s portfolio, making the stock its 7th biggest holding. Brass Tax Wealth Management Inc. owned about 0.06% of iShares Core Dividend Growth ETF worth $21,851,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Tortoise Investment Management LLC boosted its stake in shares of iShares Core Dividend Growth ETF by 89.5% in the 3rd quarter. Tortoise Investment Management LLC now owns 379 shares of the company’s stock valued at $26,000 after purchasing an additional 179 shares in the last quarter. Group One Trading LLC purchased a new position in iShares Core Dividend Growth ETF in the 3rd quarter worth $28,000. Costello Asset Management INC raised its position in iShares Core Dividend Growth ETF by 79.5% in the 3rd quarter. Costello Asset Management INC now owns 420 shares of the company’s stock worth $29,000 after purchasing an additional 186 shares during the period. Strategic Wealth Investment Group LLC bought a new stake in iShares Core Dividend Growth ETF in the second quarter worth $29,000. Finally, Grey Fox Wealth Advisors LLC bought a new stake in iShares Core Dividend Growth ETF in the third quarter worth $33,000.

iShares Core Dividend Growth ETF Stock Up 0.0%

NYSEARCA DGRO opened at $70.58 on Friday. The company has a 50-day simple moving average of $72.24 and a two-hundred day simple moving average of $69.75. iShares Core Dividend Growth ETF has a 12-month low of $54.09 and a 12-month high of $74.28. The firm has a market cap of $36.85 billion, a price-to-earnings ratio of 19.66 and a beta of 0.84.

About iShares Core Dividend Growth ETF

The iShares Core Dividend Growth ETF (DGRO) is an exchange-traded fund that is based on the Morningstar US Dividend Growth index. The fund tracks an index of US stocks that are selected by dividends, dividend growth and payout ratio, then weighted by dividend dollars. DGRO was launched on Jun 10, 2014 and is managed by BlackRock.