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High Falls Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

High Falls 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 		$458K Buy
6,599
+24
+0.4% +$1.65K 0.09% 75
2025
Q3 		$448K Sell
6,575
-335
-5% -$22.1K 0.09% 79
2025
Q2 		$442K Buy
6,910
+2,553
+59% +$156K 0.1% 73
2025
Q1 		$269K Sell
4,357
-505
-10% -$31.6K 0.06% 99
2024
Q4 		$298K Sell
4,862
-3,294
-40% -$208K 0.07% 88
2024
Q3 		$511K Sell
8,156
-1,115
-12% -$67.2K 0.12% 61
2024
Q2 		$534K Sell
9,271
-434
-4% -$24.8K 0.13% 56
2024
Q1 		$563K Sell
9,705
-1,056
-10% -$58.6K 0.14% 57
2023
Q4 		$579K Sell
10,761
-1,487
-12% -$75.4K 0.15% 50
2023
Q3 		$607K Sell
12,248
-1,391
-10% -$72K 0.18% 43
2023
Q2 		$703K Sell
13,639
-3,449
-20% -$173K 0.2% 39
2023
Q1 		$854K Buy
17,088
+4,567
+36% +$229K 0.25% 33
2022
Q4 		$626K Sell
12,521
-4,631
-27% -$227K 0.2% 49
2022
Q3 		$763K Sell
17,152
-7,301
-30% -$359K 0.25% 39
2022
Q2 		$1.17M Buy
24,453
+663
+3% +$33.4K 0.36% 32
2022
Q1 		$1.27M Sell
23,790
-6,138
-21% -$328K 0.34% 30
2021
Q4 		$1.66M Sell
29,928
-268
-0.9% -$14.3K 0.42% 28
2021
Q3 		$1.52M Buy
30,196
+23,986
+386% +$1.24M 0.41% 28
2021
Q2 		$313K Buy
6,210
+650
+12% +$32.6K 0.08% 97
2021
Q1 		$268K Sell
5,560
-974
-15% -$45K 0.08% 100
2020
Q4 		$293K Buy
+6,534
New +$278K 0.09% 85

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 $71.6B AUM 21.08% 1-Year Est. Return

High Falls Advisors's DGRO Position: Q4 2025 in Review

High Falls Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.37% in Q4 2025, buying an estimated $1.65K and bringing the position to 6,599 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #75.

High Falls Advisors first reported a position in DGRO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.66M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • High Falls Advisors held 6,599 shares of iShares Core Dividend Growth ETF worth $458K as of Q4 2025.
  • High Falls Advisors bought 24 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $1.65K.
  • iShares Core Dividend Growth ETF made up 0.09% of High Falls Advisors's portfolio in Q4 2025, its #75 holding.
  • High Falls Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • High Falls Advisors's iShares Core Dividend Growth ETF position peaked at $1.66M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.