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

Crowley 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
Q4 		– Sell
-15,278
Closed -$1.04M – 93
2025
Q3 		$1.04M Buy
15,278
+1,035
+7% +$68.4K 0.83% 25
2025
Q2 		$911K Buy
14,243
+655
+5% +$39.9K 0.83% 24
2025
Q1 		$839K Sell
13,588
-1,526
-10% -$95.6K 0.8% 27
2024
Q4 		$927K Buy
+15,114
New +$954K 0.82% 28

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crowley Wealth Management's DGRO Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 15,278 shares — an estimated $1.04M sold.

Crowley Wealth Management first reported a position in DGRO in Q4 2024 and held it in 4 quarters. The position peaked at $1.04M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Crowley Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 15,278 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $1.04M.
  • Crowley Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.04M in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.