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Financial Advocates Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-63,666
Closed -$4.1M – 195
2025
Q2 		$4.1M Buy
63,666
+2,815
+5% +$172K 0.33% 69
2025
Q1 		$3.78M Buy
60,851
+1,354
+2% +$84.8K 0.27% 86
2024
Q4 		$3.72M Buy
59,497
+767
+1% +$48.4K 0.21% 101
2024
Q3 		$3.68M Buy
58,730
+811
+1% +$48.9K 0.21% 107
2024
Q2 		$3.34M Buy
57,919
+774
+1% +$44.2K 0.21% 108
2024
Q1 		$3.32M Buy
57,145
+1,708
+3% +$94.8K 0.19% 122
2023
Q4 		$2.98M Sell
55,437
-15,441
-22% -$783K 0.2% 121
2023
Q3 		$3.51M Sell
70,878
-913
-1% -$47.3K 0.25% 99
2023
Q2 		$3.7M Buy
71,791
+2,938
+4% +$148K 0.26% 94
2023
Q1 		$3.44M Sell
68,853
-10,759
-14% -$540K 0.25% 99
2022
Q4 		$3.98M Buy
79,612
+18,089
+29% +$888K 0.3% 84
2022
Q3 		$2.74M Buy
61,523
+3,350
+6% +$165K 0.23% 119
2022
Q2 		$2.77M Sell
58,173
-3,063
-5% -$154K 0.22% 118
2022
Q1 		$3.28M Sell
61,236
-4,212
-6% -$225K 0.22% 114
2021
Q4 		$3.64M Buy
65,448
+3,962
+6% +$211K 0.23% 109
2021
Q3 		$3.09M Buy
61,486
+9,774
+19% +$506K 0.21% 120
2021
Q2 		$2.6M Buy
51,712
+4,428
+9% +$222K 0.17% 142
2021
Q1 		$2.28M Sell
47,284
-27,423
-37% -$1.27M 0.16% 150
2020
Q4 		$4.24M Buy
74,707
+48,024
+180% +$2.04M 0.29% 81
2020
Q3 		$1.06M Buy
26,683
+1,307
+5% +$51.9K 0.09% 235
2020
Q2 		$954K Buy
25,376
+5,623
+28% +$204K 0.09% 260
2020
Q1 		$644K Buy
19,753
+732
+4% +$28.6K 0.09% 236
2019
Q4 		$800K Buy
19,021
+2,065
+12% +$83.5K 0.09% 237
2019
Q3 		$664K Buy
16,956
+1,411
+9% +$54.4K 0.08% 246
2019
Q2 		$594K Buy
15,545
+2,386
+18% +$89.4K 0.07% 256
2019
Q1 		$484K Buy
13,159
+67
+0.5% +$2.38K 0.06% 278
2018
Q4 		$434K Sell
13,092
-2,659
-17% -$93.5K 0.06% 269
2018
Q3 		$584K Buy
15,751
+2,481
+19% +$90.2K 0.07% 263
2018
Q2 		$456K Buy
13,270
+2,718
+26% +$93.6K 0.06% 278
2018
Q1 		$358K Buy
10,552
+2,481
+31% +$87.6K 0.05% 327
2017
Q4 		$281K Buy
+8,071
New +$272K 0.04% 374

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 $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.59B AUM 23.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's DGRO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 63,666 shares — an estimated $4.1M sold.

Financial Advocates Investment Management first reported a position in DGRO in Q4 2017 and held it in 31 quarters. The position peaked at $4.24M in Q4 2020. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 63,666 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $4.1M.
  • Financial Advocates Investment Management first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Core Dividend Growth ETF position peaked at $4.24M in Q4 2020.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.