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Beacon Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beacon Financial Group’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
-5,997
Closed -$370K – 342
2025
Q1 		$370K Buy
+5,997
New +$376K 0.04% 254

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

Beacon Financial Group's DGRO Position: Q2 2025 in Review

Beacon Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 5,997 shares — an estimated $370K sold.

Beacon Financial Group first reported a position in DGRO in Q1 2025 and held it in 1 quarter. The position peaked at $370K in Q1 2025. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Beacon Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 5,997 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $370K.
  • Beacon Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and held it in 1 quarter.
  • Beacon Financial Group's iShares Core Dividend Growth ETF position peaked at $370K in Q1 2025.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.