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Freedom Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Freedom Investment Management’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
-25,886
Closed -$1.66M – 293
2025
Q2 		$1.66M Buy
25,886
+21,337
+469% +$1.3M 0.13% 134
2025
Q1 		$281K Sell
4,549
-153,227
-97% -$9.6M 0.02% 613
2024
Q4 		$9.68M Sell
157,776
-2,908
-2% -$183K 0.8% 25
2024
Q3 		$10.1M Sell
160,684
-15,319
-9% -$923K 0.8% 24
2024
Q2 		$10.1M Buy
176,003
+170,673
+3,202% +$9.75M 0.83% 24
2024
Q1 		$309K Sell
5,330
-527
-9% -$29.3K 0.02% 595
2023
Q4 		$315K Buy
5,857
+920
+19% +$46.6K 0.03% 577
2023
Q3 		$245K Sell
4,937
-19,129
-79% -$990K 0.03% 573
2023
Q2 		$1.24M Buy
24,066
+9,740
+68% +$490K 0.14% 182
2023
Q1 		$716K Buy
14,326
+3,339
+30% +$168K 0.08% 312
2022
Q4 		$549K Sell
10,987
-515
-4% -$25.3K 0.06% 383
2022
Q3 		$511K Sell
11,502
-811
-7% -$39.9K 0.06% 414
2022
Q2 		$587K Sell
12,313
-1,216
-9% -$61.3K 0.06% 397
2022
Q1 		$723K Buy
13,529
+5,245
+63% +$280K 0.06% 370
2021
Q4 		$460K Buy
8,284
+300
+4% +$16K 0.03% 548
2021
Q3 		$401K Buy
7,984
+534
+7% +$27.7K 0.03% 570
2021
Q2 		$375K Buy
7,450
+231
+3% +$11.6K 0.03% 631
2021
Q1 		$348K Buy
+7,219
New +$334K 0.03% 636

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
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

Freedom Investment Management's DGRO Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 25,886 shares — an estimated $1.66M sold.

Freedom Investment Management first reported a position in DGRO in Q1 2021 and held it in 18 quarters. The position peaked at $10.1M in Q2 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 25,886 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $1.66M.
  • Freedom Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's iShares Core Dividend Growth ETF position peaked at $10.1M in Q2 2024.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.