Carolinas Wealth Consulting’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Carolinas Wealth Consulting’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	-1,579	Closed	-$97.6K	–	226
2025 Q1	$97.6K	Buy	1,579 +3	+0.2%	+$188	0.02%	244
2024 Q4	$96.6K	Buy	1,576 +6	+0.4%	+$379	0.02%	254
2024 Q3	$98.4K	Buy	1,570 +5	+0.3%	+$301	0.02%	265
2024 Q2	$90.1K	Buy	1,565 +5	+0.3%	+$286	0.02%	273
2024 Q1	$90.6K	Buy	1,560 +4	+0.3%	+$222	0.02%	277
2023 Q4	$83.7K	Buy	1,556 +6	+0.4%	+$304	0.02%	261
2023 Q3	$74.8K	Buy	1,550 +288	+23%	+$14.9K	0.02%	254
2023 Q2	$65K	Buy	1,262 +4	+0.3%	+$201	0.01%	314
2023 Q1	$62.9K	Buy	1,258 +5	+0.4%	+$251	0.01%	325
2022 Q4	$62.6K	Buy	+1,253	New	+$61.5K	0.01%	321

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 $445B AUM 25.58% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

CIA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carolinas Wealth Consulting's DGRO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 1,579 shares — an estimated $97.6K sold.

Carolinas Wealth Consulting first reported a position in DGRO in Q4 2022 and held it in 10 quarters. The position peaked at $98.4K in Q3 2024. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,579 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $97.6K.
Carolinas Wealth Consulting first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's iShares Core Dividend Growth ETF position peaked at $98.4K in Q3 2024.
1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.