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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
– – 0.16% 126
2022
Q3 		$243K Sell
5,462
-13,654
-71% -$672K 0.17% 125
2022
Q2 		$911K Buy
19,116
+11,276
+144% +$569K 0.09% 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
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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return