AIA
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Alternative Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alternative Investment Advisors’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
-190,029
Closed -$11.7M – 56
2025
Q1 		$11.7M Sell
190,029
-3,393
-2% -$213K 6.21% 2
2024
Q4 		$11.9M Sell
193,422
-27
-0% -$1.7K 6.19% 2
2024
Q3 		$12.1M Buy
193,449
+948
+0.5% +$57.1K 6.38% 2
2024
Q2 		$11.1M Buy
192,501
+44,919
+30% +$2.57M 6.34% 2
2024
Q1 		$8.52M Buy
147,582
+5,916
+4% +$328K 5.13% 5
2023
Q4 		$7.62M Buy
141,666
+47,732
+51% +$2.42M 4.96% 4
2023
Q3 		$4.65M Buy
+93,934
New +$4.86M 3.25% 10

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
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 $432B 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

Alternative Investment Advisors's DGRO Position: Q2 2025 in Review

Alternative Investment Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 190,029 shares — an estimated $11.7M sold.

Alternative Investment Advisors first reported a position in DGRO in Q3 2023 and held it in 7 quarters. The position peaked at $12.1M in Q3 2024. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Alternative Investment Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Alternative Investment Advisors sold 190,029 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $11.7M.
  • Alternative Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 7 quarters.
  • Alternative Investment Advisors's iShares Core Dividend Growth ETF position peaked at $12.1M in Q3 2024.
  • 1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Alternative Investment Advisors's 13F filing for Q2 2025, filed 8 Sep 2025.