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

Gimbal 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 Q3	$239K	Buy	3,506 +217	+7%	+$14.3K	0.14%	48
2025 Q2	$210K	Sell	3,289 -291,582	-99%	-$17.8M	0.13%	44
2025 Q1	$18.2M	Buy	294,871 +6,654	+2%	+$417K	16.44%	1
2024 Q4	$17.7M	Sell	288,217 -134,783	-32%	-$8.5M	14.44%	2
2024 Q3	$26.6M	Buy	423,000 +84,426	+25%	+$5.09M	17.28%	1
2024 Q2	$19.9M	Buy	338,574 +3,723	+1%	+$213K	14.61%	2
2024 Q1	$19.4M	Buy	+334,851	New	+$18.6M	15.91%	2

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Gimbal Financial's DGRO Position: Q3 2025 in Review

Gimbal Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.6% in Q3 2025, buying an estimated $14.3K and bringing the position to 3,506 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #48.

Gimbal Financial first reported a position in DGRO in Q1 2024 and has held it in 7 quarters since. The position peaked at $26.6M in Q3 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Gimbal Financial held 3,506 shares of iShares Core Dividend Growth ETF worth $239K as of Q3 2025.
Gimbal Financial bought 217 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $14.3K.
iShares Core Dividend Growth ETF made up 0.14% of Gimbal Financial's portfolio in Q3 2025, its #48 holding.
Gimbal Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 7 quarters since.
Gimbal Financial's iShares Core Dividend Growth ETF position peaked at $26.6M in Q3 2024.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.