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

Financial Management Professionals’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	-37	Closed	-$2.37K	–	966
2025 Q2	$2.37K	Hold	37	–	–	﹤0.01%	724
2025 Q1	$2.29K	Hold	37	–	–	﹤0.01%	726
2024 Q4	$2.27K	Sell	37 -75	-67%	-$4.73K	﹤0.01%	715
2024 Q3	$7K	Hold	112	–	–	﹤0.01%	579
2024 Q2	$6K	Hold	112	–	–	﹤0.01%	557
2024 Q1	$7K	Buy	+112	New	+$6.22K	﹤0.01%	595
2020 Q1	–	Sell	-418	Closed	-$18K	–	315
2019 Q4	$18K	Hold	418	–	–	0.01%	151
2019 Q3	$16K	Buy	+418	New	+$16.1K	0.01%	151

Other funds holding DGRO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Financial Management Professionals's DGRO Position: Q3 2025 in Review

Financial Management Professionals sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 37 shares — an estimated $2.37K sold.

Financial Management Professionals first reported a position in DGRO in Q3 2019 and held it in 8 quarters. The position peaked at $18K in Q4 2019. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Financial Management Professionals reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 37 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $2.37K.
Financial Management Professionals first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and held it in 8 quarters.
Financial Management Professionals's iShares Core Dividend Growth ETF position peaked at $18K in Q4 2019.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.