GWP
DGRO icon

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

Gateway Wealth Partners’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
2026
Q1 		$3.72M Buy
52,986
+42,271
+395% +$3.03M 0.14% 169
2025
Q4 		$744K Buy
10,715
+2,409
+29% +$166K 0.08% 226
2025
Q3 		$565K Buy
8,306
+2,037
+32% +$135K 0.08% 230
2025
Q2 		$401K Buy
6,269
+98
+2% +$5.98K 0.08% 238
2025
Q1 		$381K Sell
6,171
-1,761
-22% -$110K 0.09% 220
2024
Q4 		$487K Buy
7,932
+2,242
+39% +$141K 0.13% 168
2024
Q3 		$357K Buy
5,690
+944
+20% +$56.9K 0.1% 187
2024
Q2 		$273K Buy
4,746
+813
+21% +$46.4K 0.08% 217
2024
Q1 		$228K Buy
+3,933
New +$218K 0.08% 210
2023
Q4 		– Sell
-7,033
Closed -$348K – 235
2023
Q3 		$348K Buy
+7,033
New +$364K 0.06% 171

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return