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DOHJ LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

DOHJ LLC’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 		– Sell
-25,178
Closed -$1.48M – 27
2025
Q2 		$1.48M Sell
25,178
-906
-3% -$55.2K 0.43% 58
2025
Q1 		$1.61M Sell
26,084
-163
-0.6% -$10.2K 0.37% 63
2024
Q4 		$1.61M Buy
26,247
+449
+2% +$28.3K 0.37% 62
2024
Q3 		$1.61M Sell
25,798
-31
-0.1% -$1.87K 0.38% 64
2024
Q2 		$1.49M Sell
25,829
-1,176
-4% -$67.2K 0.37% 63
2024
Q1 		$1.57M Sell
27,005
-1,437
-5% -$79.8K 0.42% 59
2023
Q4 		$1.53M Sell
28,442
-67,358
-70% -$3.42M 0.45% 55
2023
Q3 		$4.71M Sell
95,800
-20,763
-18% -$1.08M 2.1% 12
2023
Q2 		$6.01M Buy
116,563
+1,724
+2% +$86.7K 2.58% 11
2023
Q1 		$5.74M Buy
114,839
+32,932
+40% +$1.65M 2.9% 10
2022
Q4 		$4.1M Sell
81,907
-4,293
-5% -$211K 2.3% 13
2022
Q3 		$3.83M Sell
86,200
-18,525
-18% -$912K 2.59% 11
2022
Q2 		$4.99M Sell
104,725
-1,797
-2% -$90.6K 2.84% 8
2022
Q1 		$5.69M Buy
106,522
+25,266
+31% +$1.35M 2.74% 11
2021
Q4 		$4.52M Sell
81,256
-5,251
-6% -$280K 2.02% 12
2021
Q3 		$4.6M Buy
86,507
+7,308
+9% +$379K 2.18% 12
2021
Q2 		$3.99M Buy
79,199
+5,577
+8% +$280K 2.1% 12
2021
Q1 		$3.55M Buy
73,622
+2,603
+4% +$120K 2.07% 14
2020
Q4 		$3.24M Sell
71,019
-2,731
-4% -$116K 1.91% 15
2020
Q3 		$3.04M Buy
73,750
+4,786
+7% +$190K 1.9% 12
2020
Q2 		$2.73M Buy
+68,964
New +$2.51M 1.87% 13

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DOHJ LLC's DGRO Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 25,178 shares — an estimated $1.48M sold.

DOHJ LLC first reported a position in DGRO in Q2 2020 and held it in 21 quarters. The position peaked at $6.01M in Q2 2023. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 25,178 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $1.48M.
  • DOHJ LLC first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 21 quarters.
  • DOHJ LLC's iShares Core Dividend Growth ETF position peaked at $6.01M in Q2 2023.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.