FMP
DGRO icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.84B AUM 17.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return