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Aurora Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Aurora Private Wealth’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 		$342K Sell
5,348
-3,128
-37% -$191K 0.25% 102
2025
Q1 		$524K Sell
8,476
-5,825
-41% -$365K 0.42% 64
2024
Q4 		$877K Sell
14,301
-71
-0.5% -$4.48K 0.66% 43
2024
Q3 		$901K Buy
14,372
+28
+0.2% +$1.69K 0.71% 37
2024
Q2 		$826K Sell
14,344
-3,279
-19% -$187K 0.72% 38
2024
Q1 		$1.02M Sell
17,623
-17
-0.1% -$944 0.88% 31
2023
Q4 		$949K Buy
17,640
+129
+0.7% +$6.54K 0.89% 27
2023
Q3 		$867K Buy
17,511
+110
+0.6% +$5.7K 0.96% 29
2023
Q2 		$897K Sell
17,401
-7,441
-30% -$374K 1.02% 26
2023
Q1 		$1.24M Sell
24,842
-611
-2% -$30.7K 1.32% 15
2022
Q4 		$1.27M Buy
25,453
+279
+1% +$13.7K 1.46% 14
2022
Q3 		$1.12M Sell
25,174
-8
-0% -$394 0.52% 30
2022
Q2 		$1.2M Sell
25,182
-601
-2% -$30.3K 0.54% 30
2022
Q1 		$1.38M Buy
25,783
+25
+0.1% +$1.33K 0.57% 29
2021
Q4 		$1.43M Sell
25,758
-398
-2% -$21.2K 0.62% 27
2021
Q3 		$1.31M Buy
26,156
+30
+0.1% +$1.55K 0.53% 33
2021
Q2 		$1.32M Buy
26,126
+1,232
+5% +$61.8K 0.53% 41
2021
Q1 		$1.2M Buy
24,894
+2,123
+9% +$98.1K 0.5% 35
2020
Q4 		$1.02M Sell
22,771
-56
-0.2% -$2.38K 0.43% 51
2020
Q3 		$908K Buy
22,827
+2,852
+14% +$113K 0.39% 52
2020
Q2 		$751K Sell
19,975
-10,684
-35% -$388K 0.35% 61
2020
Q1 		$999K Buy
30,659
+17,009
+125% +$665K 0.35% 62
2019
Q4 		$574K Buy
+13,650
New +$552K 0.2% 85

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

Aurora Private Wealth's DGRO Position: Q2 2025 in Review

Aurora Private Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 37% in Q2 2025, selling an estimated $191K and leaving 5,348 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #102.

Aurora Private Wealth first reported a position in DGRO in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2021. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Aurora Private Wealth held 5,348 shares of iShares Core Dividend Growth ETF worth $342K as of Q2 2025.
  • Aurora Private Wealth sold 3,128 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $191K.
  • iShares Core Dividend Growth ETF made up 0.25% of Aurora Private Wealth's portfolio in Q2 2025, its #102 holding.
  • Aurora Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Aurora Private Wealth's iShares Core Dividend Growth ETF position peaked at $1.43M in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.