CFO
DGRO icon

Custos Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Custos Family Office’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 		$9.29M Sell
133,776
-25,209
-16% -$1.73M 6.34% 3
2025
Q3 		$10.8M Sell
158,985
-125,559
-44% -$8.3M 6.12% 4
2025
Q2 		$18.2M Buy
284,544
+3,096
+1% +$189K 5.8% 5
2025
Q1 		$17.4M Sell
281,448
-1,561
-0.6% -$97.8K 6.17% 5
2024
Q4 		$17.4M Buy
283,009
+15,199
+6% +$959K 6.07% 4
2024
Q3 		$16.8M Buy
267,810
+16,980
+7% +$1.02M 6.08% 5
2024
Q2 		$14.5M Buy
250,830
+22,726
+10% +$1.3M 5.77% 5
2024
Q1 		$13.2M Buy
228,104
+2,561
+1% +$142K 6.83% 2
2023
Q4 		$12.1M Buy
225,543
+26,510
+13% +$1.34M 6.31% 4
2023
Q3 		$9.86M Sell
199,033
-3,988
-2% -$206K 6.64% 4
2023
Q2 		$10.5M Buy
203,021
+2,931
+1% +$147K 6.77% 6
2023
Q1 		$10M Buy
200,090
+17,831
+10% +$895K 7.04% 3
2022
Q4 		$9.11M Buy
182,259
+14,574
+9% +$715K 7.27% 3
2022
Q3 		$7.46M Buy
167,685
+15,452
+10% +$761K 7.27% 4
2022
Q2 		$7.25M Buy
152,233
+8,574
+6% +$432K 6.49% 4
2022
Q1 		$7.67M Buy
143,659
+26,713
+23% +$1.43M 6.23% 3
2021
Q4 		$6.5M Buy
+116,946
New +$6.24M 5.83% 5

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 $79.5B AUM 27.1% 1-Year Est. Return

Custos Family Office's DGRO Position: Q4 2025 in Review

Custos Family Office reduced its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q4 2025, selling an estimated $1.73M and leaving 133,776 shares worth $9.29M. The position accounts for 6.34% of the portfolio, ranked #3.

Custos Family Office first reported a position in DGRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $18.2M in Q2 2025. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Custos Family Office held 133,776 shares of iShares Core Dividend Growth ETF worth $9.29M as of Q4 2025.
  • Custos Family Office sold 25,209 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $1.73M.
  • iShares Core Dividend Growth ETF made up 6.34% of Custos Family Office's portfolio in Q4 2025, its #3 holding.
  • Custos Family Office first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's iShares Core Dividend Growth ETF position peaked at $18.2M in Q2 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.