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

Atomic Invest 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 Q4	$40.5K	Buy	+580	New	+$39.9K	0.02%	95

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atomic Invest LLC's DGRO Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2025: 580 shares worth $40.5K. The stake represents 0.02% of the portfolio and ranks #95 among its holdings.

1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Atomic Invest LLC held 580 shares of iShares Core Dividend Growth ETF worth $40.5K as of Q4 2025.
iShares Core Dividend Growth ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Core Dividend Growth ETF made up 0.02% of Atomic Invest LLC's portfolio in Q4 2025, its #95 holding.
1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.