Consolidated Portfolio Review Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Consolidated Portfolio Review Corp’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	-25,023	Closed	-$1.7M	–	125
2025 Q3	$1.7M	Sell	25,023 -861	-3%	-$56.9K	0.21%	118
2025 Q2	$1.66M	Sell	25,884 -4	-0%	-$244	0.23%	105
2025 Q1	$1.6M	Buy	25,888 +570	+2%	+$35.7K	0.26%	99
2024 Q4	$1.55M	Buy	25,318 +997	+4%	+$62.9K	0.25%	105
2024 Q3	$1.52M	Sell	24,321 -77	-0.3%	-$4.64K	0.34%	73
2024 Q2	$1.41M	Buy	24,398 +1,961	+9%	+$112K	0.33%	78
2024 Q1	$1.3M	Sell	22,437 -547	-2%	-$30.4K	0.34%	81
2023 Q4	$1.24M	Buy	22,984 +17,826	+346%	+$904K	0.28%	96
2023 Q3	$255K	Buy	5,158 +13	+0.3%	+$673	0.06%	265
2023 Q2	$265K	Buy	5,145 +307	+6%	+$15.4K	0.06%	259
2023 Q1	$242K	Buy	+4,838	New	+$243K	0.07%	240

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 $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Consolidated Portfolio Review Corp's DGRO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 25,023 shares — an estimated $1.7M sold.

Consolidated Portfolio Review Corp first reported a position in DGRO in Q1 2023 and held it in 11 quarters. The position peaked at $1.7M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 25,023 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $1.7M.
Consolidated Portfolio Review Corp first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's iShares Core Dividend Growth ETF position peaked at $1.7M in Q3 2025.
1,280 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.