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DGRO icon

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

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Wealthfront Advisers
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Envestnet Asset Management
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Raymond James Financial
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Jones Financial Companies
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CIA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return