Grey Fox Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Grey Fox Wealth Advisors’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	-480	Closed	-$32.7K	–	252
2025 Q3	$32.7K	Buy	+480	New	+$31.7K	0.01%	302
2023 Q2	–	Sell	-3,939	Closed	-$197K	–	207
2023 Q1	$197K	Buy	3,939 +37	+0.9%	+$1.86K	0.12%	100
2022 Q4	$195K	Buy	+3,902	New	+$192K	0.13%	95

Other funds holding DGRO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Grey Fox Wealth Advisors's DGRO Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 480 shares — an estimated $32.7K sold.

Grey Fox Wealth Advisors first reported a position in DGRO in Q4 2022 and held it in 3 quarters. The position peaked at $197K in Q1 2023. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 480 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $32.7K.
Grey Fox Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $197K in Q1 2023.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.