John W. Brooker & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

John W. Brooker & Co’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	–	Sell	-29,689	Closed	-$1.83M	–	46
2025 Q1	$1.83M	Buy	29,689 +108	+0.4%	+$6.77K	0.76%	31
2024 Q4	$1.81M	Sell	29,581 -468	-2%	-$29.5K	0.78%	31
2024 Q3	$1.88M	Buy	30,049 +1,468	+5%	+$88.5K	0.86%	31
2024 Q2	$1.65M	Buy	28,581 +426	+2%	+$24.3K	0.82%	33
2024 Q1	$1.63M	Buy	28,155 +104	+0.4%	+$5.77K	0.88%	31
2023 Q4	$1.51M	Buy	28,051 +21,321	+317%	+$1.08M	0.87%	29
2023 Q3	$333K	Sell	6,730 -1,600	-19%	-$82.8K	0.21%	54
2023 Q2	$429K	Hold	8,330	–	–	0.28%	47
2023 Q1	$423K	Sell	8,330 -300	-3%	-$15.1K	0.28%	47
2022 Q4	$432K	Buy	8,630 +620	+8%	+$30.4K	0.28%	46
2022 Q3	$356K	Buy	+8,010	New	+$394K	0.23%	40

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

John W. Brooker & Co's DGRO Position: Q2 2025 in Review

John W. Brooker & Co sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 29,689 shares — an estimated $1.83M sold.

John W. Brooker & Co first reported a position in DGRO in Q3 2022 and held it in 11 quarters. The position peaked at $1.88M in Q3 2024. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

John W. Brooker & Co reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
John W. Brooker & Co sold 29,689 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $1.83M.
John W. Brooker & Co first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and held it in 11 quarters.
John W. Brooker & Co's iShares Core Dividend Growth ETF position peaked at $1.88M in Q3 2024.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.