CIBC Private Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.22M	Sell	17,607 -2,969	-14%	-$204K	﹤0.01%	668
2025 Q3	$1.4M	Buy	20,576 +248	+1%	+$16.4K	﹤0.01%	636
2025 Q2	$1.3M	Sell	20,328 -1,580	-7%	-$96.3K	﹤0.01%	627
2025 Q1	$1.21M	Sell	21,908 -1,435	-6%	-$89.9K	﹤0.01%	617
2024 Q4	$1.43M	Buy	23,343 +3,591	+18%	+$227K	﹤0.01%	631
2024 Q3	$1.24M	Buy	19,752 +94	+0.5%	+$5.67K	﹤0.01%	647
2024 Q2	$1.14M	Buy	19,658 +12,922	+192%	+$738K	﹤0.01%	640
2024 Q1	$389K	Sell	6,736 -258	-4%	-$14.3K	﹤0.01%	896
2023 Q4	$376K	Buy	6,994 +1,313	+23%	+$66.6K	﹤0.01%	867
2023 Q3	$281K	Buy	+5,681	New	+$294K	﹤0.01%	901
2022 Q2	–	Sell	-11,670	Closed	-$623K	–	1217
2022 Q1	$623K	Buy	+11,670	New	+$623K	﹤0.01%	709

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group's DGRO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q4 2025, selling an estimated $204K and leaving 17,607 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #668.

CIBC Private Wealth Group first reported a position in DGRO in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

CIBC Private Wealth Group held 17,607 shares of iShares Core Dividend Growth ETF worth $1.22M as of Q4 2025.
CIBC Private Wealth Group sold 2,969 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $204K.
iShares Core Dividend Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #668 holding.
CIBC Private Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares Core Dividend Growth ETF position peaked at $1.43M in Q4 2024.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.