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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kessler Investment Group's DGRO Position: Q3 2025 in Review

Kessler Investment Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 53 shares — an estimated $3.39K sold.

Kessler Investment Group first reported a position in DGRO in Q2 2018 and held it in 7 quarters. The position peaked at $50K in Q2 2018. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Kessler Investment Group reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 53 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $3.39K.
Kessler Investment Group first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and held it in 7 quarters.
Kessler Investment Group's iShares Core Dividend Growth ETF position peaked at $50K in Q2 2018.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.