Brass Tax Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Brass Tax Wealth Management’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	$21.9M	Buy	320,958 +101,667	+46%	+$6.72M	3.63%	7
2025 Q2	$14M	Buy	219,291 +5,197	+2%	+$317K	2.7%	9
2025 Q1	$13.2M	Buy	214,094 +9,319	+5%	+$584K	2.78%	10
2024 Q4	$12.6M	Buy	204,775 +24,682	+14%	+$1.56M	2.64%	10
2024 Q3	$11.3M	Sell	180,093 -3,298	-2%	-$199K	2.42%	11
2024 Q2	$10.6M	Buy	183,391 +13,917	+8%	+$795K	4.56%	5
2024 Q1	$9.84M	Buy	+169,474	New	+$9.41M	5.13%	5

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Brass Tax Wealth Management's DGRO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 46% in Q3 2025, buying an estimated $6.72M and bringing the position to 320,958 shares worth $21.9M. The position accounts for 3.63% of the portfolio, ranked #7.

Brass Tax Wealth Management first reported a position in DGRO in Q1 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Brass Tax Wealth Management held 320,958 shares of iShares Core Dividend Growth ETF worth $21.9M as of Q3 2025.
Brass Tax Wealth Management bought 101,667 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $6.72M.
iShares Core Dividend Growth ETF made up 3.63% of Brass Tax Wealth Management's portfolio in Q3 2025, its #7 holding.
Brass Tax Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 7 quarters since.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.