L. Roy Papp & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

L. Roy Papp & Associates’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	-6,233	Closed	-$399K	–	186
2025 Q2	$399K	Buy	6,233 +725	+13%	+$44.2K	0.05%	137
2025 Q1	$340K	Hold	5,508	–	–	0.04%	144
2024 Q4	$338K	Buy	5,508 +90	+2%	+$5.68K	0.04%	145
2024 Q3	$340K	Buy	+5,418	New	+$327K	0.04%	143

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 22.96% 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

L. Roy Papp & Associates's DGRO Position: Q3 2025 in Review

L. Roy Papp & Associates sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 6,233 shares — an estimated $399K sold.

L. Roy Papp & Associates first reported a position in DGRO in Q3 2024 and held it in 4 quarters. The position peaked at $399K in Q2 2025. 1,181 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

L. Roy Papp & Associates reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
L. Roy Papp & Associates sold 6,233 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $399K.
L. Roy Papp & Associates first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and held it in 4 quarters.
L. Roy Papp & Associates's iShares Core Dividend Growth ETF position peaked at $399K in Q2 2025.
1,181 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on L. Roy Papp & Associates's 13F filing for Q3 2025, filed 9 Oct 2025.