FullCircle Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FullCircle Wealth’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	$234K	Buy	+3,468	New	+$229K	0.08%	242

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FullCircle Wealth's DGRO Position: Q3 2025 in Review

FullCircle Wealth opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2025: 3,468 shares worth $234K. The stake represents 0.08% of the portfolio and ranks #242 among its holdings.

1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

FullCircle Wealth held 3,468 shares of iShares Core Dividend Growth ETF worth $234K as of Q3 2025.
iShares Core Dividend Growth ETF was a new FullCircle Wealth position in Q3 2025.
iShares Core Dividend Growth ETF made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #242 holding.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.