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

Iron Horse 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 Q2	$5.56K	Hold	87	–	–	﹤0.01%	364
2025 Q1	$5.38K	Hold	87	–	–	﹤0.01%	351
2024 Q4	$5.34K	Hold	87	–	–	﹤0.01%	298
2024 Q3	$5.45K	Hold	87	–	–	﹤0.01%	294
2024 Q2	$5.01K	Hold	87	–	–	﹤0.01%	275
2024 Q1	$5.05K	Hold	87	–	–	﹤0.01%	252
2023 Q4	$4.68K	Hold	87	–	–	﹤0.01%	273
2023 Q3	$4.31K	Hold	87	–	–	﹤0.01%	280
2023 Q2	$4.48K	Hold	87	–	–	﹤0.01%	191
2023 Q1	$4.35K	Hold	87	–	–	﹤0.01%	212
2022 Q4	$4K	Buy	+87	New	+$4.27K	﹤0.01%	162

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iron Horse Wealth Management's DGRO Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2025 at 87 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Iron Horse Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 11 quarters since. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Iron Horse Wealth Management held 87 shares of iShares Core Dividend Growth ETF worth $5.56K as of Q2 2025.
Iron Horse Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2025.
iShares Core Dividend Growth ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #364 holding.
Iron Horse Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 11 quarters since.
1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.