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Hemington Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hemington Wealth Management’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 		$33K Sell
497
-114
-19% -$7.53K ﹤0.01% 472
2025
Q2 		$39K Sell
611
-189
-24% -$11.5K 0.01% 397
2025
Q1 		$49K Sell
800
-126
-14% -$7.9K 0.01% 320
2024
Q4 		$56K Hold
926
– – 0.01% 287
2024
Q3 		$57K Buy
+926
New +$55.8K 0.02% 266

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Hemington Wealth Management's DGRO Position: Q3 2025 in Review

Hemington Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q3 2025, selling an estimated $7.53K and leaving 497 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Hemington Wealth Management first reported a position in DGRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $57K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Hemington Wealth Management held 497 shares of iShares Core Dividend Growth ETF worth $33K as of Q3 2025.
  • Hemington Wealth Management sold 114 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $7.53K.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #472 holding.
  • Hemington Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's iShares Core Dividend Growth ETF position peaked at $57K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.