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GPS Wealth Strategies Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-5,495
Closed -$374K – 802
2025
Q3 		$374K Sell
5,495
-59
-1% -$3.9K 0.04% 230
2025
Q2 		$355K Buy
5,554
+285
+5% +$17.4K 0.04% 226
2025
Q1 		$326K Buy
5,269
+531
+11% +$33.3K 0.04% 232
2024
Q4 		$291K Buy
4,738
+1,085
+30% +$68.5K 0.04% 243
2024
Q3 		$229K Buy
3,653
+881
+32% +$53.1K 0.03% 277
2024
Q2 		$160K Buy
2,772
+262
+10% +$15K 0.02% 306
2024
Q1 		$146K Buy
2,510
+590
+31% +$32.8K 0.02% 301
2023
Q4 		$103K Sell
1,920
-574
-23% -$29.1K 0.02% 354
2023
Q3 		$124K Sell
2,494
-130
-5% -$6.73K 0.02% 319
2023
Q2 		$135K Buy
2,624
+43
+2% +$2.16K 0.03% 302
2023
Q1 		$129K Buy
+2,581
New +$130K 0.03% 299
2022
Q4 		– Sell
-3,132
Closed -$139K – 350
2022
Q3 		$139K Sell
3,132
-10,361
-77% -$510K 0.04% 251
2022
Q2 		$643K Sell
13,493
-42,054
-76% -$2.12M 0.17% 104
2022
Q1 		$2.97M Buy
55,547
+46,220
+496% +$2.47M 0.67% 24
2021
Q4 		$518K Sell
9,327
-12,008
-56% -$641K 0.11% 115
2021
Q3 		$1.07M Buy
21,335
+3,275
+18% +$170K 0.27% 62
2021
Q2 		$909K Buy
18,060
+504
+3% +$25.3K 0.23% 69
2021
Q1 		$847K Sell
17,556
-1,018
-5% -$47.1K 0.25% 64
2020
Q4 		$833K Sell
18,574
-460
-2% -$19.6K 0.29% 59
2020
Q3 		$757K Buy
+19,034
New +$756K 0.31% 58

Other funds holding DGRO

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

GPS Wealth Strategies Group's DGRO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 5,495 shares — an estimated $374K sold.

GPS Wealth Strategies Group first reported a position in DGRO in Q3 2020 and held it in 20 quarters. The position peaked at $2.97M in Q1 2022. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,495 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $374K.
  • GPS Wealth Strategies Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 20 quarters.
  • GPS Wealth Strategies Group's iShares Core Dividend Growth ETF position peaked at $2.97M in Q1 2022.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.