Beacon Capital Management LLC (Tennessee)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-1,480	Closed	-$94.6K	–	334
2025 Q2	$94.6K	Buy	1,480 +2	+0.1%	+$122	0.01%	220
2025 Q1	$91.3K	Buy	1,478 +1,001	+210%	+$62.7K	0.01%	216
2024 Q4	$29.2K	Buy	477 +1	+0.2%	+$63	﹤0.01%	400
2024 Q3	$29.8K	Sell	476 -100	-17%	-$6.03K	﹤0.01%	416
2024 Q2	$33.2K	Hold	576	–	–	0.01%	359
2024 Q1	$33.4K	Hold	576	–	–	0.01%	365
2023 Q4	$28.5K	Sell	576 -414	-42%	-$21K	0.01%	321
2023 Q3	$51K	Hold	990	–	–	0.01%	243
2023 Q2	$51K	Buy	990 +795	+408%	+$40K	0.01%	243
2023 Q1	$9.75K	Sell	195 -272	-58%	-$13.7K	﹤0.01%	506
2022 Q4	$23.4K	Sell	467 -310	-40%	-$15.2K	0.01%	347
2022 Q3	$37K	Buy	777 +69	+10%	+$3.4K	0.01%	249
2022 Q2	$38K	Hold	708	–	–	0.01%	282
2022 Q1	$38K	Buy	+708	New	+$37.8K	0.01%	282

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DGRO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 1,480 shares — an estimated $94.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DGRO in Q1 2022 and held it in 14 quarters. The position peaked at $94.6K in Q2 2025. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,480 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $94.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Core Dividend Growth ETF position peaked at $94.6K in Q2 2025.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.