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

Congress 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	$6.13M	Buy	95,908 +1,872	+2%	+$114K	0.06%	346
2025 Q1	$5.81M	Buy	94,036 +89,373	+1,917%	+$5.6M	0.07%	306
2024 Q4	$286K	Sell	4,663 -103	-2%	-$6.5K	﹤0.01%	775
2024 Q3	$299K	Buy	4,766 +971	+26%	+$58.5K	﹤0.01%	728
2024 Q2	$219K	Sell	3,795 -1,082	-22%	-$61.8K	﹤0.01%	686
2024 Q1	$283K	Sell	4,877 -3,539	-42%	-$196K	﹤0.01%	514
2023 Q4	$453K	Sell	8,416 -2,934	-26%	-$149K	0.01%	477
2023 Q3	$562K	Buy	11,350 +7,226	+175%	+$374K	0.01%	445
2023 Q2	$213K	Sell	4,124 -15,021	-78%	-$756K	﹤0.01%	532
2023 Q1	$957K	Sell	19,145 -127,166	-87%	-$6.38M	0.02%	348
2022 Q4	$7.32M	Sell	146,311 -72,383	-33%	-$3.55M	0.19%	156
2022 Q3	$9.72M	Buy	218,694 +113,294	+107%	+$5.58M	0.26%	108
2022 Q2	$5.02M	Buy	105,400 +35,235	+50%	+$1.78M	0.13%	184
2022 Q1	$3.75M	Buy	70,165 +32,232	+85%	+$1.72M	0.08%	241
2021 Q4	$2.11M	Buy	+37,933	New	+$2.02M	0.04%	304

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Congress Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2% in Q2 2025, buying an estimated $114K and bringing the position to 95,908 shares worth $6.13M. The position accounts for 0.06% of the portfolio, ranked #346.

Congress Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.72M in Q3 2022. 1,161 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Congress Wealth Management held 95,908 shares of iShares Core Dividend Growth ETF worth $6.13M as of Q2 2025.
Congress Wealth Management bought 1,872 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $114K.
iShares Core Dividend Growth ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #346 holding.
Congress Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Core Dividend Growth ETF position peaked at $9.72M in Q3 2022.
1,161 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.