Colton Groome Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Colton Groome Financial 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 Q4	–	Sell	-3,306	Closed	-$225K	–	139
2025 Q3	$225K	Sell	3,306 -378	-10%	-$25K	0.07%	129
2025 Q2	$236K	Sell	3,684 -254	-6%	-$15.5K	0.08%	121
2025 Q1	$237K	Buy	+3,938	New	+$247K	0.09%	112
2024 Q4	–	Sell	-8,276	Closed	-$519K	–	125
2024 Q3	$519K	Buy	8,276 +2,809	+51%	+$169K	0.19%	73
2024 Q2	$315K	Sell	5,467 -137	-2%	-$7.83K	0.12%	96
2024 Q1	$325K	Buy	5,604 +1,876	+50%	+$104K	0.13%	90
2023 Q4	$201K	Buy	+3,728	New	+$189K	0.09%	122
2023 Q1	–	Sell	-65,044	Closed	-$3.25M	–	126
2022 Q4	$3.25M	Buy	65,044 +8,578	+15%	+$421K	1.59%	15
2022 Q3	$2.51M	Buy	+56,466	New	+$2.78M	1.28%	19

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

Colton Groome Financial Advisors's DGRO Position: Q4 2025 in Review

Colton Groome Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,306 shares — an estimated $225K sold.

Colton Groome Financial Advisors first reported a position in DGRO in Q3 2022 and held it in 9 quarters. The position peaked at $3.25M in Q4 2022. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Colton Groome Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,306 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $225K.
Colton Groome Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 9 quarters.
Colton Groome Financial Advisors's iShares Core Dividend Growth ETF position peaked at $3.25M in Q4 2022.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.