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Fortress Private Ledger’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fortress Private Ledger’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
Q1 		– Sell
-3,611
Closed -$221K – 179
2024
Q4 		$221K Buy
+3,611
New +$228K 0.14% 129

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortress Private Ledger's DGRO Position: Q1 2025 in Review

Fortress Private Ledger sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 3,611 shares — an estimated $221K sold.

Fortress Private Ledger first reported a position in DGRO in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Fortress Private Ledger reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Fortress Private Ledger sold 3,611 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $221K.
  • Fortress Private Ledger first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 1 quarter.
  • Fortress Private Ledger's iShares Core Dividend Growth ETF position peaked at $221K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Fortress Private Ledger's 13F filing for Q1 2025, filed 15 May 2025.