Birchbrook’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Birchbrook’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 Q4	–	Sell	-46	Closed	-$3.13K	–	299
2025 Q3	$3.13K	Hold	46	–	–	﹤0.01%	227
2025 Q2	$2.94K	Hold	46	–	–	﹤0.01%	233
2025 Q1	$2.84K	Sell	46 -500	-92%	-$31.3K	﹤0.01%	226
2024 Q4	$33.5K	Buy	+546	New	+$34.4K	0.02%	135
2024 Q2	–	Sell	-65	Closed	-$3.77K	–	270
2024 Q1	$3.77K	Hold	65	–	–	﹤0.01%	233
2023 Q4	$3.5K	Buy	+65	New	+$3.3K	﹤0.01%	253

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Birchbrook's DGRO Position: Q4 2025 in Review

Birchbrook sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 46 shares — an estimated $3.13K sold.

Birchbrook first reported a position in DGRO in Q4 2023 and held it in 6 quarters. The position peaked at $33.5K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Birchbrook reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Birchbrook sold 46 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $3.13K.
Birchbrook first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 6 quarters.
Birchbrook's iShares Core Dividend Growth ETF position peaked at $33.5K in Q4 2024.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Birchbrook's 13F filing for Q4 2025, filed 4 Feb 2026.