Financial Counselors Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Counselors Inc’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	-18,105	Closed	-$1.12M	–	149
2025 Q1	$1.12M	Buy	18,105 +13,079	+260%	+$820K	0.02%	327
2024 Q4	$308K	Sell	5,026 -3,278	-39%	-$207K	﹤0.01%	494
2024 Q3	$521K	Buy	8,304 +3,938	+90%	+$237K	0.01%	423
2024 Q2	$252K	Hold	4,366	–	–	﹤0.01%	515
2024 Q1	$253K	Hold	4,366	–	–	﹤0.01%	524
2023 Q4	$235K	Sell	4,366 -750	-15%	-$38K	﹤0.01%	530
2023 Q3	$253K	Sell	5,116 -168	-3%	-$8.7K	0.01%	494
2023 Q2	$272K	Sell	5,284 -168	-3%	-$8.45K	0.01%	443
2023 Q1	$273K	Sell	5,452 -406	-7%	-$20.4K	0.01%	436
2022 Q4	$293K	Sell	5,858 -4,389	-43%	-$215K	0.01%	436
2022 Q3	$456K	Buy	+10,247	New	+$504K	0.01%	359

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Counselors Inc's DGRO Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 18,105 shares — an estimated $1.12M sold.

Financial Counselors Inc first reported a position in DGRO in Q3 2022 and held it in 11 quarters. The position peaked at $1.12M in Q1 2025. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 18,105 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $1.12M.
Financial Counselors Inc first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 11 quarters.
Financial Counselors Inc's iShares Core Dividend Growth ETF position peaked at $1.12M in Q1 2025.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.