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Capital A Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Capital A 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
Q2 		– Sell
-165
Closed -$10.2K – 543
2025
Q1 		$10.2K Sell
165
-16
-9% -$1K 0.01% 298
2024
Q4 		$11.1K Buy
+181
New +$11.4K 0.02% 297

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital A Wealth Management's DGRO Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 165 shares — an estimated $10.2K sold.

Capital A Wealth Management first reported a position in DGRO in Q4 2024 and held it in 2 quarters. The position peaked at $11.1K in Q4 2024. 1,163 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 165 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $10.2K.
  • Capital A Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Core Dividend Growth ETF position peaked at $11.1K in Q4 2024.
  • 1,163 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.