KIG
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Kessler Investment Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kessler Investment Group’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
-53
Closed -$3.39K – 113
2025
Q2 		$3.39K Hold
53
– – ﹤0.01% 162
2025
Q1 		$3.27K Hold
53
– – ﹤0.01% 170
2024
Q4 		$3.25K Hold
53
– – ﹤0.01% 144
2024
Q3 		$3.32K Hold
53
– – ﹤0.01% 145
2024
Q2 		$3.05K Hold
53
– – ﹤0.01% 155
2024
Q1 		$3.08K Buy
+53
New +$2.94K ﹤0.01% 148
2018
Q3 		– Sell
-1,449
Closed -$50K – 156
2018
Q2 		$50K Buy
+1,449
New +$49.9K 0.06% 98

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 $376B 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 $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return