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

Keebeck 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
Q3 		– Sell
-7,312
Closed -$468K – 362
2025
Q2 		$468K Sell
7,312
-331
-4% -$20.2K 0.06% 214
2025
Q1 		$472K Buy
7,643
+1,120
+17% +$70.2K 0.07% 174
2024
Q4 		$400K Sell
6,523
-868
-12% -$54.8K 0.06% 186
2024
Q3 		$463K Sell
7,391
-214
-3% -$12.9K 0.07% 179
2024
Q2 		$438K Sell
7,605
-98
-1% -$5.6K 0.06% 183
2024
Q1 		$447K Hold
7,703
– – 0.07% 199
2023
Q4 		$415K Sell
7,703
-2,303
-23% -$117K 0.07% 198
2023
Q3 		$499K Sell
10,006
-62
-0.6% -$3.21K 0.09% 175
2023
Q2 		$519K Sell
10,068
-693
-6% -$34.9K 0.07% 178
2023
Q1 		$538K Buy
10,761
+65
+0.6% +$3.26K 0.09% 156
2022
Q4 		$535K Buy
10,696
+1,015
+10% +$49.8K 0.09% 148
2022
Q3 		$431K Sell
9,681
-740
-7% -$36.4K 0.08% 166
2022
Q2 		$496K Buy
10,421
+2,329
+29% +$117K 0.09% 157
2022
Q1 		$432K Sell
8,092
-170
-2% -$9.08K 0.07% 169
2021
Q4 		$459K Buy
8,262
+1,547
+23% +$82.6K 0.08% 155
2021
Q3 		$337K Buy
+6,715
New +$348K 0.07% 167
2020
Q3 		– Sell
-1,262
Closed -$47K – 224
2020
Q2 		$47K Buy
+1,262
New +$45.9K 0.01% 225
2020
Q1 		– Sell
-580
Closed -$24K – 186
2019
Q4 		$24K Buy
+580
New +$23.5K 0.01% 255

Other funds holding DGRO

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keebeck Wealth Management's DGRO Position: Q3 2025 in Review

Keebeck Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 7,312 shares — an estimated $468K sold.

Keebeck Wealth Management first reported a position in DGRO in Q4 2019 and held it in 18 quarters. The position peaked at $538K in Q1 2023. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Keebeck Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 7,312 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $468K.
  • Keebeck Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 18 quarters.
  • Keebeck Wealth Management's iShares Core Dividend Growth ETF position peaked at $538K in Q1 2023.
  • 1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Keebeck Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.