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Centerpoint Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Centerpoint Advisors’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
-12
Closed -$1K – 399
2025
Q1 		$1K Hold
12
– – ﹤0.01% 369
2024
Q4 		$1K Hold
12
– – ﹤0.01% 425
2024
Q3 		$1K Buy
+12
New +$723 ﹤0.01% 446
2023
Q3 		– Sell
-117
Closed -$6K – 570
2023
Q2 		$6K Sell
117
-257
-69% -$12.9K ﹤0.01% 379
2023
Q1 		$19K Buy
+374
New +$18.8K 0.01% 260

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Centerpoint Advisors's DGRO Position: Q2 2025 in Review

Centerpoint Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 12 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in DGRO in Q1 2023 and held it in 5 quarters. The position peaked at $19K in Q1 2023. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Centerpoint Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 12 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $1K.
  • Centerpoint Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 5 quarters.
  • Centerpoint Advisors's iShares Core Dividend Growth ETF position peaked at $19K in Q1 2023.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.