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

Gries 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	$2.49M	Hold	36,511	–	–	0.39%	49
2025 Q2	$2.33M	Sell	36,511 -948	-3%	-$57.8K	0.42%	47
2025 Q1	$2.31M	Buy	37,459 +6,371	+20%	+$399K	0.45%	40
2024 Q4	$1.91M	Buy	31,088 +582	+2%	+$36.7K	0.34%	65
2024 Q3	$1.91M	Buy	30,506 +17,539	+135%	+$1.06M	0.36%	69
2024 Q2	$747K	Sell	12,967 -23,835	-65%	-$1.36M	0.15%	123
2024 Q1	$2.14M	Buy	+36,802	New	+$2.04M	0.36%	74
2023 Q4	–	Sell	-4,251	Closed	-$211K	–	218
2023 Q3	$211K	Buy	+4,251	New	+$220K	0.06%	172

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gries Financial's DGRO Position: Q3 2025 in Review

Gries Financial held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2025 at 36,511 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #49.

Gries Financial first reported a position in DGRO in Q3 2023 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Gries Financial held 36,511 shares of iShares Core Dividend Growth ETF worth $2.49M as of Q3 2025.
Gries Financial left its iShares Core Dividend Growth ETF share count unchanged in Q3 2025.
iShares Core Dividend Growth ETF made up 0.39% of Gries Financial's portfolio in Q3 2025, its #49 holding.
Gries Financial first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 8 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.