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

Angeles 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	–	Sell	-285	Closed	-$18.2K	–	418
2025 Q2	$18.2K	Buy	+285	New	+$17.4K	﹤0.01%	403
2024 Q1	–	Sell	-517	Closed	-$27.8K	–	298
2023 Q4	$27.8K	Buy	517 +17	+3%	+$862	﹤0.01%	236
2023 Q3	$24.8K	Hold	500	–	–	﹤0.01%	212
2023 Q2	$25.8K	Hold	500	–	–	﹤0.01%	208
2023 Q1	$25K	Sell	500 -1,000	-67%	-$50.2K	﹤0.01%	194
2022 Q4	$75K	Buy	+1,500	New	+$73.6K	0.01%	186

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Angeles Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 285 shares — an estimated $18.2K sold.

Angeles Wealth Management first reported a position in DGRO in Q4 2022 and held it in 6 quarters. The position peaked at $75K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Angeles Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Angeles Wealth Management sold 285 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $18.2K.
Angeles Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 6 quarters.
Angeles Wealth Management's iShares Core Dividend Growth ETF position peaked at $75K in Q4 2022.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

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