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ERTS Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

ERTS Wealth Advisors’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
Q2 		– Sell
-10,059
Closed -$621K – 43
2025
Q1 		$621K Hold
10,059
– – 0.12% 39
2024
Q4 		$617K Sell
10,059
-599
-6% -$37.8K 0.12% 43
2024
Q3 		$668K Sell
10,658
-75
-0.7% -$4.52K 0.13% 40
2024
Q2 		$618K Sell
10,733
-224
-2% -$12.8K 0.12% 39
2024
Q1 		$636K Hold
10,957
– – 0.13% 39
2023
Q4 		$590K Buy
10,957
+111
+1% +$5.63K 0.13% 36
2023
Q3 		$537K Buy
10,846
+79
+0.7% +$4.09K 0.13% 38
2023
Q2 		$555K Hold
10,767
– – 0.13% 42
2023
Q1 		$538K Sell
10,767
-200
-2% -$10K 0.13% 43
2022
Q4 		$548K Sell
10,967
-1,095
-9% -$53.8K 0.14% 54
2022
Q3 		$536K Sell
12,062
-330
-3% -$16.2K 0.15% 45
2022
Q2 		$590K Hold
12,392
– – 0.17% 46
2022
Q1 		$662K Sell
12,392
-70
-0.6% -$3.74K 0.19% 39
2021
Q4 		$693K Hold
12,462
– – 0.17% 38
2021
Q3 		$626K Hold
12,462
– – 0.16% 41
2021
Q2 		$628K Hold
12,462
– – 0.17% 44
2021
Q1 		$602K Hold
12,462
– – 0.18% 44
2020
Q4 		$559K Sell
12,462
-500
-4% -$21.3K 0.18% 43
2020
Q3 		$516K Hold
12,962
– – 0.19% 43
2020
Q2 		$487K Sell
12,962
-5,099
-28% -$185K 0.2% 42
2020
Q1 		$589K Sell
18,061
-1,795
-9% -$70.2K 0.29% 40
2019
Q4 		$835K Sell
19,856
-1,547
-7% -$62.6K 0.38% 27
2019
Q3 		$838K Sell
21,403
-52,902
-71% -$2.04M 0.42% 27
2019
Q2 		$2.84M Sell
74,305
-8,212
-10% -$308K 1.57% 13
2019
Q1 		$3.03M Sell
82,517
-71,622
-46% -$2.55M 1.8% 12
2018
Q4 		$5.11M Buy
+154,139
New +$5.42M 3.66% 9

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ERTS Wealth Advisors's DGRO Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 10,059 shares — an estimated $621K sold.

ERTS Wealth Advisors first reported a position in DGRO in Q4 2018 and held it in 26 quarters. The position peaked at $5.11M in Q4 2018. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 10,059 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $621K.
  • ERTS Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $5.11M in Q4 2018.
  • 1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.