Atria Wealth Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atria Wealth Solutions’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	$18.8M	Sell	292,635 -78,542	-21%	-$4.79M	0.43%	43
2025 Q1	$22.9M	Sell	371,177 -54,536	-13%	-$3.42M	0.28%	74
2024 Q4	$26.1M	Sell	425,713 -28,788	-6%	-$1.82M	0.29%	72
2024 Q3	$28.5M	Buy	454,501 +20,045	+5%	+$1.21M	0.31%	60
2024 Q2	$25M	Buy	434,456 +66,330	+18%	+$3.79M	0.28%	72
2024 Q1	$21.4M	Buy	368,126 +4,663	+1%	+$259K	0.24%	92
2023 Q4	$19.6M	Buy	363,463 +19,931	+6%	+$1.01M	0.24%	89
2023 Q3	$17.1M	Buy	343,532 +4,106	+1%	+$213K	0.24%	93
2023 Q2	$17.5M	Sell	339,426 -51,582	-13%	-$2.59M	0.24%	92
2023 Q1	$19.5M	Sell	391,008 -45,656	-10%	-$2.29M	0.29%	77
2022 Q4	$21.8M	Buy	436,664 +24,080	+6%	+$1.18M	0.35%	64
2022 Q3	$18.3M	Sell	412,584 -47,181	-10%	-$2.32M	0.32%	72
2022 Q2	$21.9M	Buy	459,765 +69,171	+18%	+$3.49M	0.41%	51
2022 Q1	$20.9M	Buy	+390,594	New	+$20.9M	0.35%	56

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

Atria Wealth Solutions's DGRO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core Dividend Growth ETF (DGRO) stake by 21% in Q2 2025, selling an estimated $4.79M and leaving 292,635 shares worth $18.8M. The position accounts for 0.43% of the portfolio, ranked #43.

Atria Wealth Solutions first reported a position in DGRO in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.5M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Atria Wealth Solutions held 292,635 shares of iShares Core Dividend Growth ETF worth $18.8M as of Q2 2025.
Atria Wealth Solutions sold 78,542 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $4.79M.
iShares Core Dividend Growth ETF made up 0.43% of Atria Wealth Solutions's portfolio in Q2 2025, its #43 holding.
Atria Wealth Solutions first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core Dividend Growth ETF position peaked at $28.5M in Q3 2024.
1,161 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.