Advisor Resource Council’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-13,184	Closed	-$815K	–	279
2025 Q1	$815K	Buy	+13,184	New	+$826K	0.07%	286
2024 Q1	–	Sell	-5,782	Closed	-$311K	–	301
2023 Q4	$311K	Buy	+5,782	New	+$293K	0.04%	336
2023 Q2	–	Sell	-5,556	Closed	-$280K	–	189
2023 Q1	$280K	Buy	5,556 +94	+2%	+$4.72K	0.07%	203
2022 Q4	$273K	Hold	5,462	–	–	0.13%	126
2022 Q3	$243K	Sell	5,462 -13,654	-71%	-$672K	0.16%	125
2022 Q2	$911K	Buy	19,116 +11,276	+144%	+$569K	0.08%	203
2022 Q1	$419K	Sell	7,840 -3,230	-29%	-$172K	0.13%	140
2021 Q4	$615K	Buy	+11,070	New	+$591K	0.05%	302
2021 Q3	–	Sell	-6,454	Closed	-$325K	–	273
2021 Q2	$325K	Buy	+6,454	New	+$324K	0.03%	380

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisor Resource Council's DGRO Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 13,184 shares — an estimated $815K sold.

Advisor Resource Council first reported a position in DGRO in Q2 2021 and held it in 9 quarters. The position peaked at $911K in Q2 2022. 1,161 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Advisor Resource Council reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 13,184 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $815K.
Advisor Resource Council first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 9 quarters.
Advisor Resource Council's iShares Core Dividend Growth ETF position peaked at $911K in Q2 2022.
1,161 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.