Buffington Mohr McNeal’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Buffington Mohr McNeal’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 Q1	–	Sell	-4,894	Closed	-$300K	–	118
2024 Q4	$300K	Hold	4,894	–	–	0.05%	114
2024 Q3	$307K	Sell	4,894 -1,000	-17%	-$60.3K	0.05%	111
2024 Q2	$340K	Hold	5,894	–	–	0.06%	104
2024 Q1	$342K	Sell	5,894 -120	-2%	-$6.66K	0.06%	104
2023 Q4	$324K	Sell	6,014 -50	-0.8%	-$2.54K	0.07%	105
2023 Q3	$300K	Hold	6,064	–	–	0.07%	107
2023 Q2	$312K	Buy	6,064 +100	+2%	+$5.03K	0.07%	107
2023 Q1	$298K	Buy	5,964 +1,050	+21%	+$52.7K	0.07%	109
2022 Q4	$246K	Sell	4,914 -375	-7%	-$18.4K	0.06%	115
2022 Q3	$235K	Sell	5,289 -200	-4%	-$9.84K	0.06%	114
2022 Q2	$261K	Buy	5,489 +1,075	+24%	+$54.2K	0.06%	115
2022 Q1	$236K	Buy	+4,414	New	+$236K	0.04%	118

Other funds holding DGRO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CIA

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

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

Buffington Mohr McNeal's DGRO Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 4,894 shares — an estimated $300K sold.

Buffington Mohr McNeal first reported a position in DGRO in Q1 2022 and held it in 12 quarters. The position peaked at $342K in Q1 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

Buffington Mohr McNeal reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
Buffington Mohr McNeal sold 4,894 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $300K.
Buffington Mohr McNeal first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 12 quarters.
Buffington Mohr McNeal's iShares Core Dividend Growth ETF position peaked at $342K in Q1 2024.
1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.