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

Accredited 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
2025
Q3 		$30.6K Buy
113,770
+113,320
+25,182% +$7.49M 0.02% 170
2025
Q2 		$28.8K Hold
450
– – 0.02% 175
2025
Q1 		$27.8K Hold
450
– – 0.02% 162
2024
Q4 		$27.6K Buy
+450
New +$28.4K 0.02% 175

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accredited Wealth Management's DGRO Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 25,182% in Q3 2025, buying an estimated $7.49M and bringing the position to 113,770 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #170.

Accredited Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Accredited Wealth Management held 113,770 shares of iShares Core Dividend Growth ETF worth $30.6K as of Q3 2025.
  • Accredited Wealth Management bought 113,320 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $7.49M.
  • iShares Core Dividend Growth ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #170 holding.
  • Accredited Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.