Creekmur Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Creekmur Asset 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 Q3	$235K	Sell	3,447 -715	-17%	-$47.3K	0.04%	179
2025 Q2	$266K	Buy	4,162 +1,044	+33%	+$63.7K	0.05%	202
2025 Q1	$193K	Buy	3,118 +491	+19%	+$30.8K	0.04%	209
2024 Q4	$161K	Buy	2,627 +13	+0.5%	+$820	0.04%	134
2024 Q3	$164K	Sell	2,614 -45	-2%	-$2.71K	0.04%	129
2024 Q2	$153K	Sell	2,659 -3,860	-59%	-$220K	0.04%	144
2024 Q1	$379K	Sell	6,519 -7,387	-53%	-$410K	0.13%	76
2023 Q4	$748K	Buy	+13,906	New	+$705K	0.23%	55

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Creekmur Asset Management's DGRO Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q3 2025, selling an estimated $47.3K and leaving 3,447 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #179.

Creekmur Asset Management first reported a position in DGRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $748K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Creekmur Asset Management held 3,447 shares of iShares Core Dividend Growth ETF worth $235K as of Q3 2025.
Creekmur Asset Management sold 715 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $47.3K.
iShares Core Dividend Growth ETF made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #179 holding.
Creekmur Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Core Dividend Growth ETF position peaked at $748K in Q4 2023.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.