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

Francis Financial’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
-6,238
Closed -$385K – 97
2025
Q1 		$385K Hold
6,238
– – 0.09% 60
2024
Q4 		$383K Hold
6,238
– – 0.1% 64
2024
Q3 		$391K Hold
6,238
– – 0.1% 61
2024
Q2 		$359K Buy
6,238
+990
+19% +$56.6K 0.11% 59
2024
Q1 		$305K Buy
+5,248
New +$291K 0.1% 57

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Francis Financial's DGRO Position: Q2 2025 in Review

Francis Financial sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 6,238 shares — an estimated $385K sold.

Francis Financial first reported a position in DGRO in Q1 2024 and held it in 5 quarters. The position peaked at $391K in Q3 2024. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Francis Financial reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Francis Financial sold 6,238 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $385K.
  • Francis Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 5 quarters.
  • Francis Financial's iShares Core Dividend Growth ETF position peaked at $391K in Q3 2024.
  • 1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Francis Financial's 13F filing for Q2 2025, filed 8 Aug 2025.