Balboa Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Balboa Wealth Partners’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	-3,648	Closed	-$225K	–	386
2025 Q1	$225K	Sell	3,648 -2,306	-39%	-$145K	0.05%	244
2024 Q4	$365K	Sell	5,954 -18,841	-76%	-$1.19M	0.08%	177
2024 Q3	$1.55M	Buy	24,795 +6,491	+35%	+$391K	0.39%	45
2024 Q2	$1.05M	Buy	18,304 +9,362	+105%	+$535K	0.28%	68
2024 Q1	$519K	Sell	8,942 -66	-0.7%	-$3.66K	0.15%	119
2023 Q4	$485K	Sell	9,008 -60	-0.7%	-$3.04K	0.16%	116
2023 Q3	$449K	Buy	9,068 +1,900	+27%	+$98.4K	0.17%	111
2023 Q2	$369K	Sell	7,168 -72	-1%	-$3.62K	0.13%	139
2023 Q1	$362K	Buy	7,240 +432	+6%	+$21.7K	0.14%	140
2022 Q4	$340K	Buy	6,808 +107	+2%	+$5.25K	0.15%	142
2022 Q3	$298K	Buy	+6,701	New	+$330K	0.13%	137

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balboa Wealth Partners's DGRO Position: Q2 2025 in Review

Balboa Wealth Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 3,648 shares — an estimated $225K sold.

Balboa Wealth Partners first reported a position in DGRO in Q3 2022 and held it in 11 quarters. The position peaked at $1.55M in Q3 2024. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Balboa Wealth Partners reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 3,648 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $225K.
Balboa Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 11 quarters.
Balboa Wealth Partners's iShares Core Dividend Growth ETF position peaked at $1.55M in Q3 2024.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.