IF
DGRO icon

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

Intrua 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
Q1 		– Sell
-8,085
Closed -$496K – 381
2024
Q4 		$496K Sell
8,085
-145
-2% -$9.15K 0.08% 197
2024
Q3 		$516K Sell
8,230
-24,944
-75% -$1.5M 0.08% 214
2024
Q2 		$1.91M Sell
33,174
-313
-0.9% -$17.9K 0.29% 69
2024
Q1 		$1.94M Buy
33,487
+723
+2% +$40.1K 0.28% 79
2023
Q4 		$1.76M Buy
32,764
+439
+1% +$22.3K 0.26% 86
2023
Q3 		$1.6M Hold
32,325
– – 0.27% 82
2023
Q2 		$1.67M Buy
32,325
+467
+1% +$23.5K 0.28% 84
2023
Q1 		$1.58M Buy
31,858
+3,431
+12% +$172K 0.33% 74
2022
Q4 		$1.42M Buy
28,427
+1,193
+4% +$58.6K 0.33% 75
2022
Q3 		$1.21M Buy
27,234
+2,851
+12% +$140K 0.32% 68
2022
Q2 		$1.16M Buy
24,383
+1,246
+5% +$62.8K 0.25% 92
2022
Q1 		$1.24M Buy
23,137
+1,338
+6% +$71.4K 0.22% 95
2021
Q4 		$1.21M Buy
21,799
+5,848
+37% +$312K 0.21% 105
2021
Q3 		$840K Buy
15,951
+1,413
+10% +$73.2K 0.15% 138
2021
Q2 		$765K Sell
14,538
-1,090
-7% -$54.7K 0.18% 120
2021
Q1 		$780K Buy
15,628
+217
+1% +$10K 0.2% 109
2020
Q4 		$691K Sell
15,411
-855
-5% -$36.3K 0.31% 64
2020
Q3 		$701K Sell
16,266
-17,404
-52% -$691K 0.34% 57
2020
Q2 		$1.37M Buy
+33,670
New +$1.22M 0.52% 42

Other funds holding DGRO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Intrua Financial's DGRO Position: Q1 2025 in Review

Intrua Financial sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2025, closing a stake of 8,085 shares — an estimated $496K sold.

Intrua Financial first reported a position in DGRO in Q2 2020 and held it in 19 quarters. The position peaked at $1.94M in Q1 2024. 1,123 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

  • Intrua Financial reported no remaining iShares Core Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 8,085 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $496K.
  • Intrua Financial first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 19 quarters.
  • Intrua Financial's iShares Core Dividend Growth ETF position peaked at $1.94M in Q1 2024.
  • 1,123 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.