Coppell Advisory Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-279,964	Closed	-$12.9M	–	376
2025 Q1	$12.9M	Buy	279,964 +276,824	+8,816%	+$17.3M	1.79%	11
2024 Q4	$192K	Buy	3,140 +585	+23%	+$36.9K	0.03%	283
2024 Q3	$159K	Buy	2,555 +12	+0.5%	+$723	0.02%	324
2024 Q2	$147K	Buy	+2,543	New	+$145K	0.02%	313
2023 Q4	$137K	Buy	2,537 +1,577	+164%	+$80K	0.03%	317
2023 Q3	$48K	Sell	960 -1,019	-51%	-$52.8K	0.02%	307
2023 Q2	$101K	Buy	+1,979	New	+$99.5K	0.03%	266
2023 Q1	–	Sell	-960	Closed	-$48K	–	419
2022 Q4	$48K	Buy	+960	New	+$47.1K	0.02%	309

Other funds holding DGRO

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coppell Advisory Solutions's DGRO Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 279,964 shares — an estimated $12.9M sold.

Coppell Advisory Solutions first reported a position in DGRO in Q4 2022 and held it in 8 quarters. The position peaked at $12.9M in Q1 2025. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 279,964 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $12.9M.
Coppell Advisory Solutions first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's iShares Core Dividend Growth ETF position peaked at $12.9M in Q1 2025.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.