IMC
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Investment Management Corporation’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investment Management Corporation’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 		– Sell
-78
Closed -$4.99K – 75
2025
Q2 		$4.99K Hold
78
– – ﹤0.01% 136
2025
Q1 		$4.82K Hold
78
– – ﹤0.01% 152
2024
Q4 		$4.79K Buy
+78
New +$4.92K ﹤0.01% 156

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

Investment Management Corporation's DGRO Position: Q3 2025 in Review

Investment Management Corporation sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 78 shares — an estimated $4.99K sold.

Investment Management Corporation first reported a position in DGRO in Q4 2024 and held it in 3 quarters. The position peaked at $4.99K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Investment Management Corporation reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 78 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $4.99K.
  • Investment Management Corporation first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's iShares Core Dividend Growth ETF position peaked at $4.99K in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.