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

Centricity 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 		$3.42M Buy
53,529
+8,639
+19% +$527K 2.74% 9
2025
Q1 		$2.77M Buy
44,890
+7,718
+21% +$484K 2.52% 12
2024
Q4 		$2.28M Buy
+37,172
New +$2.35M 2.13% 15

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 22.96% 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

Centricity Wealth Management's DGRO Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2025, buying an estimated $527K and bringing the position to 53,529 shares worth $3.42M. The position accounts for 2.74% of the portfolio, ranked #9.

Centricity Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Centricity Wealth Management held 53,529 shares of iShares Core Dividend Growth ETF worth $3.42M as of Q2 2025.
  • Centricity Wealth Management bought 8,639 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $527K.
  • iShares Core Dividend Growth ETF made up 2.74% of Centricity Wealth Management's portfolio in Q2 2025, its #9 holding.
  • Centricity Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.